Access Citizens Securities Brokerage Documents

Brokerage Documents

Access your brokerage account documents through Citizens Online Banking or Wealthscape Investor®:

  • Citizens Online Banking: Log in to Online Banking and select the Investment widget to access your brokerage account(s).
  • Wealthscape Investor®: Visit CitizensBank.com and select Login > Brokerage Services to log in directly.

Once logged in through either platform, navigate to the Documents section to:

  • View brokerage documents
  • Document delivery Options
  • Enroll in eDelivery

For assistance, 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.

Log In To Online Banking

© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC

Citizens Wealth Management (in certain instances d/b/a Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA / SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC.

SpeciFi is not affiliated with CWM or CPW

Wealthscape Investor℠ is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS'). 913828.2.0

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