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To view an account in detail, click on the relevant account number. Account summary contains information on all the accounts, investments and loans you hold with Citi. Click here to learn more about account summary.
Inquiries and Reports enable the user to view the account history, balances and operations recorded in an account. Inquiries are used for the fast view of current operations.
Inquiries & Searches, a new module available directly in the CitiDirect portal, offers a convenient way to search for information concerning payments and accounts. The inquiries and searches are used when the user needs to quickly find required data.
This view provides access to all reports run in the last 96 hours. The additional tab — Run Reports — provides access to available and recently created report templates (i.e. Cash Statement, Cash Balance, Account Summary, etc.). On the View Available Reports tab, you can Download, Rerun or Delete a Report.
This section contains information on all the accounts, investments and loans you hold with Citi. To expand a category to see all the accounts, click on the plus icon beside the account title. To view all categories at once, click Open all .
Check whether your identity document data is up to date in Citibank Online. In order to do that, log in to Citibank Online and if necessary update your data as described below. How can you update your data in Citibank Online? Log in to Citibank Online. Go to the section Services and Profile > My Profile > Change your data.
The Balance Summary Report lists a summary of all your accounts, sorted by Account Number and grouped by Branch and Currency. The Balance Summary Report can be found in the Cash Balances Reports service class in the All Reports category on the CitiDirect navigation bar.
