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Once activated, you can conveniently access any entitled U.S. Citi account summary statement on demand when you are logged on to the CitiDirect Online Banking platform. Statements can be downloaded in multiple formats: RTF, PDF or HTML.
The Account Management Summary Form contains tabs associated with linking accounts, base numbers and WorldLink® IDs to clients, and viewing existing assignments for clients. Input/ Modify: To link account numbers, base numbers, or WorldLink® IDs to a client and modify existing linkages.
• Account Statement Inquiry - displays a list of transactions booked in a selected time range for selected accounts, as well as opening and closing balances. • Balance Summary Inquiry - displays a list of opening and closing balances in a selected time range for selected accounts;
Customers who would like to receive monthly statements from their personal accounts to the provided e-mail address may change the method of statements’ delivery in the Citibank Online platform > Services and Profile > Statements > Statement management.
Account Management Summary Form: View Tab. The View Tab is a view only form that lists all account linkages for a specific client and their current status. What would you like to do? Select a client and view transaction entity linkages. Print a summary list of selected clients. Search or sort the list to find specific clients. Notes:
-Balance Summary Inquiry – it shows the list of opening and closing balances of selected accounts in a determined period. - Transaction Summary Inquiry – it shows the list of accounting operations on selected accounts
Account summary contains information on all the accounts, investments and loans you hold with Citi. Click here to learn more about account summary.
