Citi Private Bank In View

Citi Private Bank In View

Citi Private Bank

60 ratings
66 reviews
Free

Details

  • Released
  • Updated
  • November 4, 2010
  • June 25, 2026
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About

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

View asset allocation by region, currency, and class
360° view of entire Citi relationship
Access holdings, performance, and activity
Detailed portfolio exploration
Analyze and compare financial metrics
Access core themes and views publications
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What's New in Citi Private Bank In View

13.5.1

June 25, 2026

* A 360° view of your entire relationship with Citi on a single screen * One-click access to your holdings, performance and activity screens * Confirmation of your trade activity * Access to your statements, confirmations and tax information * Minor enhancements to improve overall usability

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User reviews

Under maintenance always

App seems to be consistently under maintenance and has given me an error message the last month when I try to log in. Customer support is unhelpful.

App is very glitchy and outdated

Surprisingly bad app for a bank that touts itself as a private bank. The app is very glitchy. Asks for “Contact preferences” at every start up. The login experience is cumbersome. The interface is not user friendly at all. Citi needs to invest in a better app ASAP.

Intuitive look and improved performance

Login, application loading, and overall content load times are much faster, improving my experience.

The landing page is clean and intuitive, making it easy to locate and navigate essential content.

Improved

Have used this app more than five year and they continue to improve its stability and layout. Great for viewing assets held with private bank but not related to consumer banking or credit cards. I actually like that these are segregated versus having a bloated app experience like some other large banks offer. In past year auth has streamlined and it now provides rapid access to ones information.
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Worst app for daily needs?

I’ve had the app for a few years. It’s buggy, and not nearly as intuitive as the apps from Chase, JPM or First Republic. And it doesn’t have Zelle or the ability to look at transactions more than a handful of months old. Also won’t stay linked with third party apps. Fine for seeing what your investments are doing I guess, but terrible for banking.
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Developer apps

FAQ

What does the Citi Private Bank In View app do?

This app provides Citi Private Bank clients with a comprehensive digital banking experience. It allows users to view their accounts, explore investment portfolios in detail, analyze and compare metrics, and access publications on core themes and views.

What are the key features of Citi Private Bank In View?

Key features include viewing asset allocation across regions, currencies, and asset classes, a 360° view of your entire relationship with Citi, and quick access to your holdings, performance, and activity screens. It also offers detailed portfolio exploration and analysis tools.

Is Citi Private Bank In View free to use?

The application is provided free of charge to eligible Citi Private Bank clients. There are no in-app purchases or advertisements mentioned.

Who can use the Citi Private Bank In View app?

This application is exclusively for existing or future Citi Private Bank clients who have registered to use the Citi Private Bank In View service. It is not intended for clients in any particular jurisdiction as a promotion for services.

How can I get help with the app?

If you have any questions regarding the app or its features, please contact your dedicated Client Service team. They will be able to assist you with any inquiries you may have.