Citi

Last updated: December 10, 2025

Onboarding Instructions

Step 1: Contact Citi Private Bank and request your accounts to be added to the "Morningstar ByAllAccounts Citi Private Bank - SFTP" feed.

Contact details

  • Contact your Citi Private Bank Representative for this request.

  • Ensure you cc [email protected] in your request email for increased visibility.

Step 2: Once the setup is complete, Citi will provide you with your assigned Office Code/Symbol.

Step 3: Provide the Office Code/Symbol along with the Requestor Name, Requestor Email, and Advisor Firm information for the yourself/the person who requested the feed to [email protected]

From here, ByAllAccounts will complete the final configurations and share the feed password with you.

Feed password delivery details:

ByAllAccounts Password Email Subject

ByAllAccounts/Citi Private Bank - SFTP [ByAllAccounts SalesForce Case Number]

ByAllAccounts Password Email Sender

[email protected]

ByAllAccounts SalesForce Case Number

This is the reference number you will have received to track your request after completing step 3.

Step 4: You will need to send the password/any other credentials to [email protected] again to finalize the feed.

Feed credential details:

  • Username: Citi Private Bank Office Code/Symbol

  • Password: Shared by ByAllAccounts via email in step 4

  • If you have more than one office code/symbol, you need to create multiple credentials. These will share the same password unless noted otherwise

**Please note, these typically come in separate emails, but the Greenboard team will need both the username and password to successfully verify.