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Account Management
Account Management
Open or Modify an Account
Modify Contact Information
- Update e-mail address
- Update primary address
- Update alternate address
- Add alternate address
- Add or modify interested party
- Enroll your account in Quicken or Microsoft Money
- For Citi Personal Wealth Management clients (PDF)
- For Citi Private Bank and other Citi clients (PDF)
Forms
Download the new account forms to your computer. You will need Adobe® Acrobat® Reader to open and print the forms. If you don't already have Reader, you can download a free copy.
Open an Account
Please contact your Financial Advisoradvisor if you would like to open an account.
USA PATRIOT Act Customer Notice
U.S. federal law requires us to obtain, verify, and record information that identifies each person or entity that opens an account. As a result, when you purchase or sell securities, or custody assets with our Firm, we will ask for a customer name, date of birth (for an individual), street address, and an identification number, such as a Taxpayer ID number. We may also ask to see other identifying documents that will allow us to identify and verify your account. We appreciate your cooperation.
Adobe® and Acrobat® Reader are registered trademarks of Adobe Systems Incorporated.
For more information, please contact your Financial Advisor.