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Assets to Deposit & Invest

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By providing us your telephone number, you are providing express “written” consent for Citibank, N.A. and their authorized third parties to call on their behalf at the number you’ve provided to offer and/or advertise their products and services (including, personal and small business credit, lending, and deposit products), even if your telephone number is currently listed on its internal Do Not Call list, or any state, or national Do Not Call list. You are not required to provide this consent as a condition of purchasing any property, goods, or services.

I consent to the above and agree to be contacted by Citibank, N.A. at the telephone number I have provided.

YOUR WEALTH TEAM IS WAITING TO MEET YOU

Existing Citigold Private Client customers, please call the Citigold Private Client service center: 1-888-500-5008 | For TTY: We accept 711 or other Relay Service.

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A Citi representative will be contacting you within 2 business days. If you would like to be in touch sooner, please don't hesitate to contact our Citigold Private Client Service Center at: 1-888-500-5008 | For TTY: We accept 711 or other Relay Service.

Important information for you to know about our business and relationship with you.

We are required to deliver two important disclosure documents about our business and relationship with you:

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/.
If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. | For TTY: We accept 711 or other Relay Service.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

As a client in the Citigold Private Client Relationship Tier, you can receive banking and lending services, including the Citigold Private Client Relationship Tier, from Citibank, N.A.(“Citibank”), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC . Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Wealth Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

For insurance and investments, Wealth Relationship Managers offer only term and single premium life insurance and fixed annuities. If a potential need is identified for, or you express an interest in, other insurance or investment products, you will be referred to a financial professional who offers those products. The purchase of fixed insurance and annuity products will require for administrative purposes the opening of a limited purpose investment account, that will not accommodate securities transactions.

The products and services mentioned herein are not offered to individual residents in Europe, including the European Union, European Economic Area, Switzerland, the United Kingdom, and similar countries. Your eligibility for a particular product and service is subject to a final determination by Citibank and its affiliates. This is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the banking or financial products mentioned herein to individuals outside of the United States.

Deposit products are provided by Citibank, N.A. Member FDIC. Only bank deposit products are FDIC insured.

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