Keep your wealth goals on track with Citigold Total Wealth AdvisorWith Citigold Total Wealth Advisor, set your wealth goals and track your progress at your convenience via Citibank Online or your Citi Mobile® App.
Benefits of Citigold Total Wealth Advisor tool
The Citigold Total wealth advisor tool helps you to create, track and monitor your financial goals. You can use the tool in consulation with your Relationship Manager to:
✔ Get holistic wealth management advice
✔ Analyze your current financial situation
✔ Create, monitor, and modify your wealth goals
✔ Build a strong investment portfolio
How does Citigold Total Wealth Advisor Tool work?
your wealth goals with your Relationship Manager, who will work closely with you to achieve your financial aspirations.
how your portfolio value changes over time and monitor your goals' real-time progress, at your convenience.
as you go along by measuring your portfolio against Citigold Diversification Index and Citi's Model Portfolios and bring your goals back on track2.
How to Access Citigold Total Wealth Advisor Online?
The Citigold Total Wealth Advisor Tool lets you set your goals and even track them too. It helps you get a view of your financial health, so, if required, you can review it and modify your goals to enhance your financial position. You can access this intuitive tool via Citibank online or the Citi Mobile® App. To access it online from the website, follow the steps below:
1. Sign On to Citibank Online with your User ID & Password
2. Enter the One-Time PIN (OTP)
3. Click on Investments > Total Wealth Advisor on the top menu
Planning your wealth goals? Access exclusive insights at Citi Wealth Insights now.
1Portfolio stress test and customised alerts via Citibank Online and Citi Mobile® App are currently not available and will be introduced progressively. 2The term "Portfolio(s)" referred to in this document are merely references to illustrations of asset allocations in general and are not personalized to your specific investment needs. Your individual investment holding(s) will not be actively monitored by Citibank Singapore Limited and Citibank Singapore Limited does not undertake to, and is not obliged to, undertake a review, manage or monitor your investment holding(s) or to track your investment holding(s).
Speak to us
Call your Relationship Manager or our 24-hour Citigold Private Client® Service Line: (65) 6388 3388