Be it planning for your children’s education, your retirement or leaving a legacy, we understand that you have different wealth goals at different stages of your life. Growing your assets is essential to meet these financial goals and Total Wealth Advisor* is a tool specially designed to support you through your wealth journey.
Total Wealth Advisor provides you with a holistic view of your financial health and gives you access to track and monitor the progress of your asset allocations in achieving your financial goals, in real-time.
Terms & Conditions apply.
Review your current financial assets with your Relationship Manager.
Set your financial goals.
Rebalance your assets according to your risk profile and goals.
Track and monitor the progress periodically via Citibank Online
(Asset Allocation vs Goals).
The Total Wealth Advisor online tool gives you a complete view of your asset allocation and allows you immediate access to a comprehensive and holistic view of your financial position.
You will be able to review all your investments and financial status at a glance with this easy-to-use and intuitive online tool. You can easily track the progress towards your goals, view your current achievement of meeting your financial goals, and even view the performance of your investments by specifying the date range of the reports.
There are two types of report you can see online that provides you with the information for you to track your portfolio and goals.
Contact your Relationship Manager to set your goals today.
*Only valid for Citigold and Citigold Private Client. Don’t have a Citigold or Citigold Private Client account? Apply online today!.
Important Notice:
Perform transactions with more secure forms of authentication on the Citi Mobile® App and Citibank Online
Change in USD Prime Lending Rate
With effect from 27 September 2024, the USD Prime Lending Rate has been revised from 8.5% to 8.0% for USD Overdraft deposit accounts.
Changes to settlement cycle for U.S. market securities
Starting May 28, 2024, the trade cycle to settle most U.S. market securities will shift from 2 to 1 business day. Should you have any queries please contact your Relationship Manager or call our 24-Hour Citiphone Banking at +65 6224 5757.
Bank Code/BIC for SGD Transfer
Interbank GIRO, MEPS and/or TT transactions to your Citibank Singapore Limited accounts using the old BIC/bank code (CITISGSGXXX or CITISGSGGCB) will no longer be accepted. For details, please refer to the Payments and Transfers page on the Citibank International Personal Bank website.
Maintenance Schedule
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Additional Disclaimers:
The contents in this webpage do not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such contents or make such an offer or solicitation.
Investments are: Not Bank Deposits • Not Bank Guaranteed • May Lose Value • Not FDIC Insured • Not Offered to US Persons • Subject to investment risks, including the possible loss of the principal amount invested
Deposit Insurance Scheme - Singapore dollar deposits of non-bank depositors are insured by the Singapore Deposit Insurance Corporation, for up to S$100,000 in aggregate per depositor per Scheme member by law. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured.
The information provided on this website does not constitute the marketing or offering of any products or services to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, The Vatican, The Isle of Man, the UK, Brazil, New Zealand, Jamaica, Ecuador or Sri Lanka. The content on this website is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.
This website is registered and physically located outside of Kazakhstan. All products and services, as may be described in the marketing materials published on the website, will be offered, negotiated and rendered by the offshore bank (Citibank International Personal Bank Singapore) from outside Kazakhstan.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
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