Citizens Investment Disclosures

Securities, Insurance Products and Advisory Services are:

  • NOT FDIC INSURED
  • NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • NOT A DEPOSIT
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. ("CSI"), also referred to as Citizens Investment Services. CSI is an SEC registered investment adviser and Member - FINRA and SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. (800) 942-8300. CSI is an affiliate of Citizens Bank, N.A.

The investment balances shown in online banking are based on market prices, with up to a fifteen minute delay from the time this webpage was last refreshed. Information relating to accounts not held at CSI is presented as an accommodation and while drawn from sources believed to be reliable is not guaranteed as to accuracy or completeness. Such information should be independently confirmed by the account owner(s).

Information relating to accounts not held or custodied by National Financial Services (NFS) (Assets Held Away), CSI’s clearing broker dealer, was provided to NFS by outside parties and is included for informational purposes only. These positions are not part of your brokerage account carried by NFS and therefore any SIPC account protection afforded your account through NFS does not cover these assets or prices reported. Neither NFS, CSI nor Citizens Bank are responsible for the Assets Held Away information provided and does not guarantee the accuracy or timeliness of the positions or prices reported. Prices shown do not necessarily reflect the actual current market prices. Further information regarding these prices may be obtained by contacting CSI.

The investment products and financial strategies suggested herein are subject to investment risk, including possible loss of principal amount invested. Investment decisions should be based on each individual's goals, time horizon and tolerance for risk.

SpeciFi® is made available through CSI. Portfolio management services are sub-advised by SigFig Wealth Management, LLC ("SigFig"), an SEC registered investment adviser. SigFig is not an affiliate of CSI, or Citizens Bank, N.A.

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

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