Citi Citi Institutional Consulting
  • Our Business
  • Clients We Serve
  • Mission, Vision and Values
  • Investment Process
  • Our Consulting Teams
  • The Power of Citi

Locate Us

For more information on locating a dedicated Citi Institutional Consulting team near you, contact Jill Eisenstein at
(212) 783-3207

We are defined by objectivity and transparency in all levels of our investment consulting advice.

Citi Institutional Consulting

This page is your gateway for access to your portfolios to review balances, account activity and other data pertaining to your securities.

These important client notices are relevant to your latest statement.

August 2009

  • MSSB Select UMA Enhancements (pdf)

June 2009

  • MSSB In the Know June 2009 (pdf)
  • Consulting Group Product Rating Status Change (pdf)

April 2009

  • Joint Venture - Investment Advisory Accounts (pdf)

March 2009

  • Power of the Joint Venture - Letter from Charlie Johnston (pdf)

View your portfolios

To view your portfolios, access securities.citidirect.com

 

Citi
Terms, conditions, caveats, and small print

© 2008 Citigroup Global Markets Inc.  Citi Institutional Consulting is a division of Citigroup Global Markets Inc. ("CGMI").  Securities are offered through CGMI.  Member SIPC.  CGMI and Citibank are affiliated companies under the common control of Citigroup Inc.  Citi and Citi with Arc Design are trademarks and service marks of Citigroup Inc. and its affiliates, and are used and registered throughout the world.