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Digital banking

Our digital banking platform gives you insights into your wealth and lets you to carry out key transactions wherever you happen to be.

Digital banking

Monitoring your portfolio and its performance is an essential part of investing.

Citi Private Bank In View is our digital banking platform.

It gives you insights into your wealth in one place, instantly accessible through your smartphone, tablet or computer.

Citi Private Bank In View also enables you to move funds between your accounts and make transfers to beneficiaries.

If your account requires multiple levels of authorization, you can approve payments from your app, at any time and from anywhere.

Citi Private Bank In View’s convenient features can save you time and keep you abreast of potential opportunities.

Citi Private Bank In View’s benefits for you

Your wealth at a glance
Citi Private Bank In View provides vital, in-depth information on all of your holdings at Citi wherever and whenever you need it.

In addition to seeing your overall position and recent transactions, you can analyze your performance by account, asset class and individual holdings, customizing how you see the data.

Our best thinking
Citi Private Bank In View lets you access our latest thinking on the outlook for financial markets and the economy.

Besides strategic recommendations we also offer you our views on the markets and some of Citi Research’s top thought leadership publications.

Secure storage
Citi Private Bank In View allows you to store your essential banking paperwork and share documents with your relationship team, subject to regional restrictions.

You can also receive certain eligible documents – such as banking account statements, advices and confirmations – electronically.

 

Contact us

To help put you in touch with the right Citi Private Bank team, please answer the following questions.

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INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC ("Citi Advisory"), member of FINRA and SIPC. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, Citi Advisory and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, Citi Advisory, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

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To learn about CGMI and Citi Advisory investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

© 2016 - 2022 Citigroup Inc. All Rights Reserved.

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