Through CitiDirect, you will be able to see the following products: Time Deposit, Savings and Checking Accounts, Investment Funds, Loans as well as Credit Card accounts.

Account Summary
Displays a consolidated summary of all your accounts. In addition to the balance shown for each account, there is also a total balance for each product category. These will be shown in USD equivalent and the exchange rates used for calculating such USD equivalent are indicative only.

Account Details
Allows you to see the detailed balances of a selected account.

Account Activity
Displays all the activities related to an account, in the form of transaction journal entries, including the date of each activity and the amount. Details shown are up to 90 days, or a maximum of 50 transactions per account.

Download Account Activity
You can download your Citibank account information and import it into your favourite personal financial management or spreadsheet program for further analysis.

To download means to transfer a file from Citibank's computer into your own computer. To import means to transfer the downloaded file into your personal financial management software.

If you are using a personal financial management software, we recommend that you first check the date of your last download and make sure that your requested date range does not overlap with the range of your previous file. Please note that only the last 90 days of activity will be available for download.

To begin the download, follow these 3 steps :

  1. Select an account from which to download the activity
  2. Determine the start and end dates defining the activity to retrieve
  3. Choose the format in which the data will be saved into your computer
CitiDirect supports 3 formats :
  • QIF for Quicken® and Microsoft MoneyTM
    The Quicken® Interchange Format for importing account activity into a register of either the Quicken personal financial management software package or the Microsoft Money.
  • OFX (Open Financial Exchange)
    For importing account activity and ledger balance into Microsoft Money
  • CSV (Comma Separated Value)
    For saving and viewing information in spreadsheet and database software

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