Citibank Online & Citi Mobile · H.Portfolio 16 19 23 25 29 32 34 39. 16 Go to Menu > Investments > FX Trading > Trade Now Enter Sell Currency & Buy Currency, & click on “Continue”

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Citibank Online & Citi Mobile® App

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A. Trade FX – Market Order

B. Trade FX – Order Watch

C. Transaction History – Details

D. Transaction History – Modify

Outstanding Order

E. Transaction History – Cancel

Pending Order

F. Watchlist – Add New Currency

G.Add New Alerts

H. Portfolio

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3 eFX Quick Start Guide

Go to Wealth > Currencies >

Foreign Exchange (eFX) >

Trade Now

& Select Currency to be Sold

Select Debit Account,

Credit Account, and

Transaction Amount

Select Currency

to be Bought

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Verify

Pre-Confirmation

Screen

Confirmed

Transaction

Screen

eFX Quick Start Guide

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Click on the

Order Watch TabSelect Currency

to be Bought




Trade Now

& Select Currency to be Sold

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Select Order Type,

Credit & Debit Accounts,

Amount & Currency &

Expiration Date

Confirmed

Transaction ScreenPre-Confirmation

Screen


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Transaction History.

Select an account & transaction.

See Details






Select an account.

Modify the rate and/or

expiration date as you wish,

and click “Continue”

Click on an

Outstanding Order &

Click “Modify”

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Verify

Pre-Confirmation

Screen

Confirmed

Transaction

Screen






Select an account.

Click on an

Outstanding Order &

Click “Delete”

Confirm

Pre-Confirmation

Prompt

Confirmed

Transaction

Screen



Foreign Exchange (eFX).

Scroll to the bottom & click on

“Add New Currency Pair”

Click on the currency pair(s)

you wish to add and click

“Done”

Input keywords to search

(eg.AUD or full description

such as “Australian”)




Dropdown > Alerts

& Click on “FX Alerts Settings”

Save Changes,

Go Back & Click on

“Create FX Rate Alert”

Choose E-mail

and/or SMS Preferences



(eg.USD or full description such as

“United States”)

Confirmation

Screen

Key in Alert Rates &

Expirations Dates

& Press “Continue”

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Dropdown > Portfolio

View Portfolio


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A. Trade Now – Market Order

B. Trade Now – Order Watch

C. Transaction History – Details

D. Transaction History – Modify

Outstanding Order

E. Transaction History – Delete

Pending Order

F. Watchlist – Add New Currency

G.Add New Alerts

H. Portfolio

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Go to Menu > Investments >

FX Trading > Trade Now

Enter Sell Currency &

Buy Currency,

& click on “Continue”

Select “Market Order”,


Select Debit Account,

Credit Account, Amount,




Pre-Confirmation Screen

to view all details

Click on “Confirm” once you

are satisfied

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Confirmation Screen


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FX Trading > Trade Now

Enter Sell Currency &

Buy Currency,


Select “Order Watch”,

choose Order Type



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Select the following:

• Debit & Credit Accounts

• Amount

• Target Rate

• Expiration Date



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to view all details


are satisfied


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Confirmation Screen


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FX Trading > Transaction History

Select Account


Click on “Details” to view more

details on a transaction

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Detailed Transaction View


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Select Account

Click on “Modify”


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Enter new Target Rate and/or

new Expiration Date



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to check all details


are satisfied


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Confirmation Screen


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Select Account

Click on “Delete”


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Click “Confirm” to delete

eFX Quick Start Guide15 eFX Quick Start Guide

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Confirmation Screen


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Click on

“Add New Currency Pair”


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(eg.SGD or full description such as

“Singapore”)

Check the checkbox(es) on the

currency pair(s) you wish to add,

then click “Done”


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FX Trading > Alerts

At “Set Alert Preferences”,

set your preference to receive

alerts via E-mail, SMS, or both


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Click on “Set up Rate Alert”


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(eg.USD or full description such as

“United States”)

Select the currency pair you wish

to add the alert for, then click

“Done”


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Click on “Set Sell Alert” or “Set Buy

Alert” to set the alert date and

expiration date

Click “Save” to confirm alert settings,

or the I icon to delete the alert


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Confirmation Screen


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FX Trading > Portfolio

View Available Balances and

Click on Order History to see

Transactions


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View Electronic Statements Quick Start Guide

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View Electronic Statements Quick Start Guide

42 Total Wealth Advisor Quick Start Guide

43 Total Wealth Advisor Quick Start Guide

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Citibank full disclaimers, terms and conditions apply to individual products and banking services. For more information, please visit

www.ipb.citibank.com.sg.

Total Wealth Advisor Quick Start Guide

http://www.ipb.citibank.com.sg/

45

eFX, Brokerage, Investment Funds^

Current Balances, Up to 7 years of Statements and 2

years of Banking and Investment Advices^

Telegraphic Transfers, Citibank Global Transfers

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Citibank Online & Citi Mobile · H.Portfolio 16 19 23 25 29 32 34 39. 16 Go to Menu > Investments > FX Trading > Trade Now Enter Sell Currency & Buy Currency, & click on “Continue”