Citi Live Chat

At Citibank, we are committed to support you throughout your wealth journey. As our Citigold^® Private Client and Citigold^® clients, you could now connect with your dedicated Relationship Manager with Citi Live Chat regardless of your geographic location. Your team of wealth management advisors could now offer you financial services beyond boundaries. While for the daily banking enquiries, you could leave a message to our Citi Officer.

You are welcomed to schedule a Citi Live Chat session with your dedicated Relationship Manager, and log in to your Citi Mobile^® App or Citibank Online to leave messages to your Relationship Manager anytime and anywhere. Your Relationship Manager will follow up with you shortly. If he / she is not unavailable for the moment, you could also connect to our Citi Officer for some general banking enquiries. Let’s start your wealth management journey with us today.

Convenient

Connect to your dedicated Relationship Manager for financial advisory or our Citi Officer for daily banking enquiries with online banking or mobile banking regardless of where you are

Multi-Functional

Citi Live Chat supports text, audio and video chats, screen sharing and document sharing. You may also send messages to your Relationship Manager or our Citi Officer anytime, allowing you to communicate with us with ease

Secure

Conversation are transmitted with end-to-end encryption, securing your conversation with your Relationship Manager and our Citi Officer

Chat via Citi Mobile^® App

7 easy steps to connect with your Relationship Manager or our Citi Officer in Citi Mobile^® App

Chat via Citibank Online

Connect with your Relationship Manager online in 4 easy steps

Step 1Sign on to your Citibank Online at the scheduled time with your Relationship Manager.
Step 2When your Relationship Manager is indicated online, click on the chat box icon
Step 3Follow the steps for Citi Mobile^® Token and enter your OTP to verify your identity
Step 4Citi Live Chat window would pop-up and you would be connected to your Relationship Manager shortly

FAQs

ABOUT CITI LIVE CHAT

1. What is Citi Live Chat?

Citi Live Chat is a platform allowing you to have a virtual dialogue with your dedicated Relationship Manager in Citibank Online and Citi Mobile^® App or our Citi Officer in Citi Mobile^® App after logon.

2. Who could use Citi Live Chat?

Citi Live Chat is an exclusive platform for Citigold^® Private Client and Citigold^® client.

3. What is the availability of Citi Live Chat service?

We encourage you to make an appointment with your dedicated Relationship Manager to connect on Citi Live Chat. Our business hour is Mon-Fri: 9:30am-6:00pm; Saturday: 9:30am-12:00noon. You may also sign on to leave messages to your Relationship Manager in Citibank Online and Citi Mobile^® App or connect to our Citi Officer in Citi Mobile^® App.

4. What are the services that Citibank could perform through Citi Live Chat?

With Citi Live Chat, your dedicated Relationship Manager could visualize your wealth analysis using Citigold^® Private Client Portfolio 360º or Citigold^® Total Wealth Advisor to provide you with financial advices. Our Citi Officer could also answer your general banking enquiries.

5. Who would I be connected to via Citi Live Chat?

You could choose to connect to your dedicated Relationship Manager or our Citi Officer.

6. Is Citi Live Chat available on mobile phone and tablet?

You can access to Citi Live Chat via the latest version of Citi Mobile^® App

CITI LIVE CHAT SERVICES

1. How do I know that I am speaking to my relationship manager / a real Citibank representative?

We strive to provide a secured environment for you to connect with your dedicated Relationship Manager and our Citi Officer by using end-to-end encryption in Citi Live Chat. You may also ask for identification from your dedicated Relationship Manager or our Citi Officer if you would like to perform further verification.

2. Apart from text chat, does Citi Live Chat support audio or video chat?

Citi Live Chat supports text/ audio/ video chat.

3. During audio / video chat, is text communication still available?

Yes.

4. Could I hide the image of my side during video chat?

Yes, you can turn off/on your camera and microphone.

5. How could I be connected to audio / video chat?

Please inform your dedicated Relationship Manager for change in chat connection type.

6. Can I send pictures / documents via Citi Live Chat?

If you would like to share pictures / documents via Citi Live Chat, please inform your dedicated Relationship Manager. Currently Citi Live Chat supports the sharing of PDF and image files under 5 MB.

7. My Relationship Manager is Busy / Away. Can I connect with him / her?

If your Relationship Manager is busy or away, you may still leave messages to your Relationship Manager and he / she will follow up with you once available or you may message our Citi Officer for general banking enquiries. You may also schedule a Citi Live Chat session with your Relationship Manager in advanced.

CONNECTION AND TECHNICAL ISSUES

1. How do I access Citi Live Chat?

You could initiate a Citi Live Chat session with your dedicated Relationship Manager in Citibank Online Banking or Citi Mobile^® App. You could also connect to our Citi Officer in Citi Mobile^® App.

2. What are the systems I need to connect to Citi Live Chat?

For desktop version, Citi Live Chat currently supports Windows 7, Windows 10 and Mac OS X, with web browsers Chrome, FireFox, Opera and Edge. For systems and browsers that are not listed above, some Citi Live Chat features may not available due to compatibility. For mobile version, all Citi Live Chat features are supported by Citi Mobile^® App.

PRIVACY AND SECURITY

1. How secure is Citi Live Chat?

All data are encrypted end-to-end and stored securely.

2. Would the text / audio / video conversation be recorded?

All conversations and activities during Citi Live Chat session will be recorded for quality monitoring, training and surveillance purpose only.