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For customer service inquiries, please contact your Citi representative. For more information on OpenWealthSM, please complete the following form, click "submit" and a Citi representative will contact you.

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Contact Information


    1. Expanding our available investment products
    2. Launching a managed account platform
    3. Offering enhanced financial advisor tools
    4. Offering tax optimization
    5. Offering more advanced performance reporting and data aggregation for investors
    6. Offering unified managed households (UMH)
    7. Outsourcing our operations functions
    8. Reducing the cost of our wealth management platform
    9. Reducing the cost of our trading clearing and settlement
    10. Replacing/upgrading or reducing the cost of existing system components/vendors
    11. Upgrading our wealth management/managed account capabilities
    12. Other :
  1. Please remember to click the submit button to send your information and questions to the Citi team.