After arranging standing instructions via phone and form. You must call every time you wish to ACH. The alternative is having a Citibank account and having that linked to the investment account (done via calling of course). Basically if you expect any semblance of normal capabilities, have a Citibank account.
Does anyone with Citi Wealth Management know how you can move cash into your account?
I don't see a transfer cash function anywhere on the website.
Statistics: Posted by potatogun — Thu Dec 19, 2024 12:13 pm