Access Citizens Securities Brokerage Documents

Brokerage Documents

  1. Log in to Online Banking and go to "Investment Accounts."
  2. Click on "Documents" under your investment account. This will take you to Wealthscape InvestorSM, the online investing portal where your documents are stored. If this is your first time accessing Wealthscape Investor, you will need to complete a simple registration process.
  3. From the Wealthscape Investor documents page, select the document(s) you're looking for:
    • Statements
    • Confirmations
    • Tax Documents
    • Correspondence
  4. Click "View" to open your selected document(s). You can also save or print them for your records.

If you have questions, please call: 1-800-942-8300, option 4

SpeciFi® Documents

  1. Log in to Online Banking and go to "Investment Accounts."
  2. Click on the SpeciFi "View Documents" pull-down menu, located just below the "Investment Accounts" section. This will take you to Wealthscape InvestorSM, the online investing portal where your documents are stored. If this is your first time accessing Wealthscape Investor, you will need to complete a simple registration process.
  3. From the Wealthscape Investor documents page, select the document(s) you're looking for:
    • Statements
    • Confirmations
    • Tax Documents
    • Correspondence
  4. Click "View" to open your selected document(s). You can also save or print them for your records.

If you have questions, please call: 1-855-635-6663

You will receive an e-mail from Citizens Securities Inc when your documents are available to view through Online Banking.

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© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC

Banking products are offered through Citizens Bank, N.A. (“CBNA”). Citizens Wealth Management is comprised of banking, insurance, brokerage, trust, and investment advisory services provided by CBNA and its affiliates, Citizens Securities, Inc. (“CSI”), an SEC registered investment adviser and member of FINRA and SIPC, Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, and Estate Preservation Services, LLC (“EPS”). Clarfeld Citizens Private Wealth offers bank products (deposit and credit), fiduciary (trust) services, insurance and investment advisory services. The bank products and fiduciary (trust) services are provided by CBNA. Investment advisory services are offered through CFA. Insurance products are offered through EPS, a wholly owned subsidiary of CFA or an unrelated party. Securities, Insurance Products and Investment Advisory Services offered through CSI, or by unaffiliated members of FINRA and SIPC that provide brokerage and custody services to clients of CFA (see Form ADV for details). One Citizens Bank Way, JCB135, Johnston, RI 02919. Please be aware that the securities products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested.

Securities, Insurance Products and Investment Advisory Services are:
· NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY