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International Personal Bank U.S.

Investing

Holistic wealth management solutions curated to help meet your financial needs.

Your personalized strategy

There’s no one-size-fits-all solution.

Why invest with us

At International Personal Bank U.S., we've designed our investment services around your needs, allowing you to work closely with one of our financial professionals instead of managing your investments on your own.

We make it personal

We offer a wide range of banking and investment products and services to help you build a custom solution for you. International Personal Bank U.S. enables you to translate what matters most into a detailed financial strategy.

Professional investment guidance

Your personal financial professional is part of a team with access to other specialists, including capital markets, alternative investments and international investing, among others.

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

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

  • Client Relationship Summary (Form CRS) is a brief summary of the brokerage and advisory services we offer
  • Regulation Best Interest Disclosure Statement 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. If you prefer paper copies, contact your financial professional or call us at the phone numbers listed.

Citi Personal Investments International:

Form CRS

Regulation Best Interest Disclosure Statement

Phone:

1-877-836-9141 (toll-free from the U.S.) or 1-210-677-3793

For TTY: We accept 711 or other Relay Service

Have questions?

INVESTMENT AND INSURANCE PRODUCTS:
NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A BANK GUARANTEE • MAY LOSE VALUE

Investment products and services are provided by Citi Personal Investments International ("CPII"), a business of Citigroup Inc., which offers securities through Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, an investment advisor and broker-dealer registered with the Securities and Exchange Commission. Investment accounts are carried by Pershing LLC ("Pershing"), member FINRA, NYSE, and SIPC. Insurance products and services are offered through Citigroup Life Agency LLC ("CLA"). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746. Citibank, N.A., CGMI, and CLA are affiliated companies under common control of Citigroup Inc.

Please click here for important disclosures.