After completing an initial online assessment to determine goals and risk tolerance, customers may choose to utilize a free investment check-up that provides an assessment of their existing investments and specific investment recommendations on their portfolio. Alternatively they can select a paid service, in which the platform directly manages investments, optimizes assets upon account opening and maintains investments over time, in line with the customer's personalized objectives.To learn more about Citizens Wealth Management visit the Citizens Bank website. Also follow the bank on Facebook and Twitter. About Citizens Financial Group, Inc.Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $147.0 billion in assets as of September 30, 2016. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. In Consumer Banking, Citizens helps its retail customers "bank better" with mobile and online banking, a 24/7 customer contact center and the convenience of approximately 3,200 ATMs and approximately 1,200 Citizens Bank branches in 11 states in the New England, Mid-Atlantic and Midwest regions. Citizens also provides wealth management, mortgage lending, auto lending, student lending and commercial banking services in select markets nationwide. In Commercial Banking, Citizens offers corporate, institutional and not-for-profit clients a full range of wholesale banking products and services including lending and deposits, capital markets, treasury services, foreign exchange and interest hedging, leasing and asset finance, specialty finance and trade finance. Citizens operates through its subsidiaries Citizens Bank, N.A. and Citizens Bank of Pennsylvania as Citizens Bank, Citizens Commercial Banking and Citizens One. Additional information about Citizens and its full line of products and services can be found at http://www.citizensbank.com SigFig and Citizens Securities, Inc. are not affiliated.
Securities, Insurance and Investment Advisory Services are offered through Citizens Securities, Inc. otherwise referred to as Citizens Investment Services. Citizens Securities, Inc. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. (800)942-8300. Citizens Securities, Inc. is an affiliate of Citizens Bank, N.A. and Citizens Bank of Pennsylvania.Securities and Insurance Products are:*NOT FDIC INSURED *NOT BANK GUARANTEED *MAY LOSE VALUE *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY CFG-CNSCFG-CORPCFG-IR