CitiDirect Online Banking Tablet access
Contents
1. CitiDirect Online Banking Tablet access CitiService CitiDirect HelpDesk Phone No 0 801 343 978 48 22 690 15 21 Monday Friday 8 00 17 00 helpdesk ebs citi com Table of Contents be AKOU e beyt NG KAN aa KG ANE EEN a aa aana Na KN Ta a aana a a a a aana aaa 3 AYallabi S1anguages 0l iNe ADD da 2o0npDmDMMM D DD E E E NnuEnRaEn E P E MM GA NA ba na apang sa 3 Technical requirem CIES eitcntasdssahcratddunepicdiuencianeiceniaamnnnheiecn kk kk kake kk kk kK KK K k k KA KA K KK A KK KA KA KA KK KK KK KA A 3 LOW MOA ela ella cel ay oa asia saa aaa aa aaa aaa aa aaa aga ina aaa a et anaa mm ear Pem 5 zz x _ x x xxx xnbDgDxxxxxxxxxxDSeeeen 7 BONA Se A O ee mm r E bm 9 2 INAVIGATION IT Nne Map VOW iin iang aa aana ga eda ali an ang a s kena d h Kas ene NA G Henn dk d ee ey k de KRE we K N 11 3 Navigation in the Chart ViQW cccccsssssscccccccsseeeecceeseeeeccesauseeeeecesauseeeesesauseeeecsseaseeeeesssaaseeees 13 Switching between Map view and Chart View i kk kk kk k k k KK KK kk KA 13 4 Filtering accounts in the chart view ccccccssesecccecceeseeeccceeeseeeeeeeeaeseceeeeesaaeeeessaaseeeeessaaaseeeees 15 Filtering Dy ACCOUNT balance range lii kk aka k k kK KK KA KA KK KK KK KA 15 Fenno Dy Jr panganane E aana aaa a aana Ba agan PPPrrr Ek a ajan aga anaa aa baan 16 FCT OY GUM CHCICS cessor i apaa adine idea2. CitiDirect pl Applying multiple filters It is possible to apply multiple filters at once Presented in the example below are the search results for accounts maintained in EUR RUB or USD currencies which have the balance between O and 27 thousand of the base currency units here USD available for three selected countries eeeee Plus 3G 13 48 GLOBAL NORTH AMERICA LATIN AMERICA ABC COMPANY ACCOUNTS SORTED BY USD 3 23MM 180 Accounts LOCATION 700M 600M 500M 400M 300M 200M 100M 0 Balance Type cou Country Currenc 10_ Current available Ac nt Balance Y di y Spain X Argentina United States CitiDirect pl 19 5 Authorizing releasing payments The Tablet application allows authorizing and release of payments The process of authorization and release of payments is managed in the same way and the application screens of these two functions are identical Illustrated below is the process of authorizing payments releasing payments follows the same pattern In order to go to the Authorization Release module of the application simply tap on the payment list icon in the upper right corner of the screen lt citi GLOBAL ABC COMPANY USD 3 23MM_ 180 Accounts Current available SEP Balance Type _10 Current available Tap on the arrow if you wish to leave the payments management view and return to the previous screen Authorize Release 180 Authorize Batch 2
3. thas Sites United States y ce SERWIS INFORMACYJNY CitiDirect pl 16 Filtering by currencies JAN RECECE 21 Current available Account Balance Currency Counterparty After selecting the Currency option you can filter accounts by particular currencies Itcan bea single currency or several currencies atonce Choose them from the menu below by tapping on them SEP Balance Type Account Balance 10 Current available sm ARAOAALA AID ATONA Or AR i aa F lt i U 4 j 26 MM INR 41 72M USD 75 1M RUB 57N ONY 50 M PHP sss EEL NNN TERK BDT 814M VND 216M KRW 67M HUF 53M BRL 45 2M JPY an ar RAA U OSE CSL CER CRR For example selecting EUR from the listof available currencies will highlight the accounts maintained in Euro and gray out the accounts in other currencies available on that level of view A SPAIN ACCOUNTS SORTED BY ae tt SPAIN ACCOUNTS SORTED BY a USD 295M 78M 27 Accounts zz USD 295M 27 Accounts AMOUNT 26M 26M The currencies selected fromthe list as search criteria w illbe displayed in blue rectangles at the bottom of the If you are in the world view or region view where instead of balance on individual accounts each column represents the aggregate sum of balances on all accounts in given geographical location appropriate portions of the column will be highlighted to designate what part of the funds in a particular country is desig
4. serial number of your SafeWord card into this field SMS One Time Code PEM Voice One Time Code Then select the login method Challenge Response After you tap Submit a code will appear Enter this code into your SafeWord card Terms amp Conditions Privacy Policy Help Important If an alternate login ID was set up inthe main version of the system pleaselogin into the CitiDirect BE Tablet app using thatlogin Dinstead of the serial number of the SafeWord card PLEASE NOTE A code consisting of eight digits w ill appear on the login page After you turn the SafeWord card on and enter your PIN number into it you need to S Son CitiDirect BE first press number 9 on the card and only N lt wo BE Tablet then enter the code fromthe Challenge Th field on the iPad s screen into it Challenge 9999 9999 Enter the new code generated by the card into the Response field on the login screen and tap Submit CitiDirect pl Terms amp Conditions Privacy Policy Home Page After you loginto the application the home page screen will appear ae e IT GLOBAL lll ABC COMPANY USD 338MM 254 Accounts Current available JAN cap 21 Current available Account Balance Currency Counterparty The Home Page screen will differ depending on the number of accounts to which the User is entitled For example if the User is entitled only to the accounts in P
5. 8 797 819 00 12 05 2013 RE JMD 4 538 260 00 SERWIS INFORMACYJNY CitiDirect pl 22 Authorization Release of payment batches is similar to that of individual payments After you select one or more batches from the list tap on Authorize of Release and then confirm with the Confirm button Authorize Batch Payments The following 2 batch es will be sent for processing 3 582 951 00 2 174 426 00 Deleting batches Tablet Application enables the User to delete payment batches which have been previously created inthe base version of the Citi Direct system available at https portal citidirect com Selected batches canbe deleted by selecting Delete option and then confirming the deletion by tapping Confirm 14 21 AUTHORIZE BATCH PAYMENTS 230 Release 1808 Authorize Batch Release Batch Value Date Total Payments Account Number Method Currency 12 05 2013 14 3956 SEPA 12 02 2013 23 8014 DFT 12 02 2013 14 8014 DFT 12 05 2013 23 3956 12 02 2013 21 8014 12 02 2013 43 8014 12 05 2013 2 3956 8014 8014 3956 Delete Authorize Delete Batch Payments The following 2 batch es will be sent for processing 9 645 471 00 5 701 434 00 CitiDirect pl 23 6 Linkage After login to the mobile platform the Client Linkage option enables switching to another Client Profilein CitiDirect This function is available only for the Users who use more than 1 CitiDirect Profile After switching to another profile the fun
6. District Court for the Capital City of Warsaw in Warsaw 12 Commercial Division of the National Court Register under no KRS 000 000 1538 NIP 526 030 02 91 share capital of PLN 522 638 400 fully paid up WWW CITINANGIOWY D Bank Handlowy w Warszawie S A Citi na ale lOwy
7. ticking the appropriate checkboxes When the payments are selected tap Authorize or Release if you are on the payments release screen You can also send the selected payments to repair by tapping on Send to Repair Note Ticking this topmost checkbox w ill result in selecting ALL payments on the list Authorize i 180 Authorize Batch Release Batch gt 03 13 2013 Tax holdings 12 lt k BRI 16 394 806 00 gt v 03 08 2013 Commissioner of Customs se it 4 618 435 00 and Excise 05 03 2013 ADY Main Collection Account N 5 157 980 00 Select the payments 05 07 2013 Gillin Witmer PTY Holdings ies 4 732 898 00 you wish to authorize or release if youare 05 02 2013 Tax Holdings east NF 5 944 605 00 eM the release screen 05 06 2013 Bank Console control N 2 833 852 00 or send to repair by tic king the 05 06 2013 Williamson amp Xao Partners 2 446 694 00 corres ponding 05 06 2013 Keane Shannon Holdings NI 3 182 278 00 checkboxes on the list Closing 05 07 2013 Spendix tax return B 1 872 308 00 Send to Repair Authorize When the authorization release confirmation window appears tap Confirm to confirm or Cancel to cancel the authorization release of the payment Authorize Payments The following 2 payment s will be sent for processing SERWIS INFORMACYJNY CitiDirect pl 21 Individual payments sending payments to repair If you decide to send a payment to repair and tap
8. 40 Release Batch 03 13 2013 Tax holdings 12 5213 EFT Until at least one 03 08 2013 Commissioner of Customs 5555 EFT of the paym ents and Excise from thelistis 05 03 2013 ADY Main Collection Account se lected A the 05 07 2013 Gillin Witmer PTY Holdings 5678 Authorization or eee Release on the 05 02 2013 Tax Holdings east payments release Bank Console control 3631 scre en bu tto ns willremain Williamson amp Xao Partners inactive Keane Shannon Holdings Closing Spendix tax return The default screen which opens first is the Authorization of individual payments To move to the screens enabling Release of individual payments Batch Authorization and Batch Release tap the appropriate buttons on the toggle menu atthe top of the screen Authorize Release 180 Authorize Batch 240 Release Batch CitiDirect pl Individual payments release authorization Authorize 03 13 2013 Tax holdings 12 BR 16 394 606 00 PAYROLL INTL san2 1208034 07 26 2013 Simon Jenkins Input 07 26 2013 10 30 PM Utility Payment 260373 D06821287727 B AND C E UNIT TRUST URGENT MANAGEMENT COM 03 08 2013 Commissioner of Customs NI 4 618 435 00 and Excise 05 03 2013 ADY Main Collection Account F NI 5 157 980 00 05 07 2013 Gillin Witmer PTY Holdings a j 4 732 898 00 05 02 2013 Tax Holdings east NPR 5 944 605 00 To authorize release one or more payments from the list simply select them on the list by
9. ND ACCOUNTS SORTED BY USD 1 948 10 Accounts ACCOUNT USD 1 948 10 Accounts AMOUNT If you tap a column corresponding to a particular account on a chart you can display information about that account POLAND ACCOUNTS SORTED BY USD 1 948 10 Accounts AMOUNT 460MM 300MM 8345 JORGE PAYROLL 293MM 3 2MM 1 1MM 9 05MM Current Av u Available Opening Available Opening Ledger Current Ledger 86824345 _ 12348568 Note The letter M next tothe balance amounts means thousands designated in base currency of the Client s Profile in CitiDirect MM means millions designated in that currency CitiDirect pl 14 4 Filtering accounts in the chart view The accountsearch menu availableatthe bottom of the page enables quick finding of accounts ina particular currency country or inthe specified balance range citi h GLOBAL ABC COMPANY USD 338MM 254 Accounts 338MM Current available im Suren saan Account Balance Country Currency Counterparty JAN fan 21 Current available Account Balance Currency Counterparty To apply a filter of your choosing tap itand set the desired criteria Filtering by account balance range m Carik evanan Account Balance Country Currency Counterparty After the Account Balance button is tapped you can filter the accounts by particular balance range On the example below the User has chosen to search for account with balance ranging from 0 to 21 thousand USD the base c
10. Send do Repair button a new screen will appear asking you to select the reason why the payment should be corrected After you select the reason tap the Confirm button Send to Repair Reason The following 1 payment s will be sent for processing Please choose a reason Select suitable reason fromthe list and tap Confirm Hold the payment Cancel the payment Reject the payment Payment already done Incorrect Debit account number Incorrect Value date Incorrect payment amount Incorrect payment currency Incorrect Beneficiary Account Number Incorrect Beneficiary Name Incorrect Beneficiary Bank Code Invalid code word in Bank to Bank info Other Contact me Batch payments Itis also possible to send batch payments from the application To do that go to the appropriate screen by tapping on the Authorize Batch or Release Batch buttons from the menu in the upper part of the screen Authorize Release 180 Authorize Batch 240 Release Batch The below screen will appear the Batch Authorization screen has been used inthis example 230 Release 780 Authorize Batch Release Batch 12 05 2013 ae 3 455 408 00 In this column you can find out of how many individual payments the particular batch is vo 5 701 434 00 comprised 12 02 2013 2 174 426 00 12 02 2013 was 3 582 951 00 12 02 2013 ee 4 477 914 00 12 02 2013 ae 4 389 320 00 12 05 2013 aS 9 645 471 00 12 02 2013 pa L 2 602 812 00 12 02 2013 Az en
11. aaa E EEE aa a aa NAD innana ipa b ig ata aan ng a kaa agak 17 Filtering by Counterparty DANKS y i wa ka saa asa sana nak anaa siya galau aa aga aja apala yaaa ga ga aa aaa maa gala pa aa dka wa kelka 18 Applying multiple Ters sanicaxenncnncvsanssae TEN aa aga seine AE ae Haa na A TOR a aba ala nja aa a Aa NA BA kla a BEA AK ANA w n Nn nan aaa 19 5 AUMONZING FEIEASING DAY menig sisa aaa garan aana gaga Na aa a aj aaa aga Wa HAN a eaaa a aa aaa araga 20 After you tap the icon the list of payments Will appear EE k 20 Individual payments release authorization ccecccccccccceeeceeeeeeeeceeeeeeeeeceeeeeeeeeeeeeeeeseeessuseesaaeess 21 To display payment details just tap the selected payment iE EE 21 Individual payments sending payments to repair iiiEEE kk KK k 22 iney ana ND NM E w _ _r_r lr aoewwrweyey gxx D552 y2xEnznmnn 22 DOET 0 2 G a yyy meee Sette _r_l_l merl nr rn ee o r k kakzk kr r eee eee ener 23 O HRH aaa aaa aaa a aaa aaa ne a ee ee ee ee ee eee 24 2H dense La a aaa a a ANA Eka E La A E AA a BANA E aaa ah 25 CitiDirect pl 1 Introduction CitiDirect BE Tablet is a new channel extension of CitiDirect BE introduced to facilitate the Users everyday work in CitiDirect It allows the Users to connect to CitiDirect via mobile application installed on select tablets Addressed to the institutional Clients CitiDirect BE Tablet assists wit
12. ated 4 Compatibility Requires iOS 6 0 or later Compatible with iPad Developer Web Site App Support Application Licence Agreement More iPad Apps by CitiDirect pl Make sure that you have toggled the iPad application button 12 25 iPad Apps Citibank CitiDirect BES Tell A Friend gt Developer Page gt Description CitiDirect BE Tablet is an essential new tool in the CitiDirect BE user s digital workflow Exclusively for CitiDirect BE clients CitiDirect BE Tablet is designed to give institutional users at the senior level on the go visibility into mission critical financial information with just a few taps Providing a true tablet experience CitiDirect BE Tablet offers rich interactive features and capabilities including customizable data visualizations and adva More What s New in Version 1 2 Updated 15 November 2013 This release contains the following Support for both authorizing and releasing batch payments 4 Additional Language Capabilities French Spanish Portuguese and Simplified Chinese ABC COMPANY ABC COMPANY Citibank No Ratings INSTALL APP Type CitiDirect BE into the search CitiDirect BE Installing the app on tablets with Android operating system Google Play When the application icon appears tap onthe Install icon and then allow the app to access internet connection U CitiDirect BE a apps CitiDire
13. ct BE BANK NA AHH 1 ded 5 Qt 1 More from Citiba Installing the app on tablets with Windows operating system Windows Store When the application icon appears tap on the Install icon on the left and then allow the app to access internet connection Search for the CitiDirect BE app PA fo lt li p Tiger shooting for Player of the Year CitiDirect pl Write a review kkk oc ok s ratings Free When you install an app you agree to the Terms of Use and any additional terms Step 3 Open the installed application and log in using your SafeWord card in the same way you would do it while logging into CitiDirect Now you can begin your work in the app Login After you run the application forthe first time you will see the screen with Terms and Conditions of use for the Tablet CitiDirect BE service To begin using the application you should accept the terms and conditions with the Accept button below the text The screen with terms of use will appear only once When the terms and conditions are accepted you will be taken to the login screen CitiDirect BE Tablet CitiDirect pl j HI CitiDirect BE User ID Tablet f fj gh i CULL UAN BAIT i H g j i RE Stuy gt Sai 4 Login Method Challenge Respon en Just as you w ould do while logging into portal CitiDirect BE fromyour computer type the
14. ctionality available to the User shall be consistent with the User entitlements on the selected currently viewed Profile Linkage between Client profiles is possible only for those profile on which the User has assigned mobile access In order to switch from the current profileto another linked profile tap the Linkage icon Ed inthe upper right corner of the screen Select the profile you wish to switch to and confirm by tapping Confirm ABC Company X Company Y Company Z Company K Com pany Cancel Confirm CitiDirect pl 24 7 Logout To log out from the application tap the bulletlisticon inthe left upper corner of the Home Page citi GLOBAL ABC COMPANY USD 3 23MM_ 180 Accounts Current available Citi GLOBAL ABC COMPANY USD 3 23MM 180 Accounts Tap Logout to log out fromthe application Current available Ea Balance Type 10_ Current available This material has been published solely for information purposes and it does not constitute an offer within the meaning of Article 66 of the Polish Civil Code Citi and Citi Handlowy are registered trademarks of Citigroup Inc used under license Citigroup Inc and its subsidiaries are also entitled to rights tocertain other trademarks contained herein Bank Handlowyin Warsaw S A with its registered office in Warsaw ul Senatorska 16 00 923 Warsaw entered into the Register of Entrepreneurs of the National Court Register by the
15. h the control over the company s finances on the current basis offering visualizations of data related to the balance available on the Client s accounts The application provides an easy access to essential data on the accounts and was designed especially to meet the needs of the CitiDirect BE Users at the senior level Access to CitiDirect via CitiDirect BE Tablet application enables the User to authorize and release payments authorize and release batch payments send payments to repair view current account balances access interactive visualisations of account balances presented as maps and charts filterthe view of accounts using Account Balance Country Currency and Counterparty banks as search criteria further personalize the viewed data Note While using CitiDirect via CitiDirect BE Tablet application the Users will retain the same entitlements which were previously assigned to them in the CitiDirect system e g after being granted access to CitiDirect via the Tablet application the User previously entitled to Authorize and Release payments in CitiDirect will still be entitled to Authorize and Release payments in the CitiDirect BE Tablet application Available languages of the app Polish English French Spanish Portugese Russian Czech Chinese traditional and simplified Technical requirements At presentthe application is available for the following devices and operating systems iOS 7 iPad 2 0 a
16. he map view shows information about total balance on all accounts and the number of accounts available in the area that is currently being viewed On each level of the view world gt geographical area gt region gt country you can switch between the map view and the chart view Inthe chart view the columns signify balances available on particularaccounts available on the current level To switch between the views simply tap on the button in the right lower corner of the application The chartin red means a negative balance on this account Examples of switching the view from map to chartfor the entire world 1 and for a country 2 citi GLOBAL ABC COMPANY SARNE SE 2b pees USD 3 23MM 180 Accounts USD 3 23MM 180 Accounts Citi GLOBAL Opening ledger Opening available citi GLOBAL BALTICS citi GLOBAL EMEA gt BALTICS POLAND ACCOUNTS SORTED BY l B USD 1 948 10 Accounts ACCOUNT USD 1 94B 10 Accouni its assam If some of the accounts available on the viewed level didn t fit on the screen just swipe tothe left with your finger to scroll further CitiDirect pl 13 The default chart view sorts the accounts by their numbers but the sorting may be easily changed by tapping the Es icon on the toggle menu To return to sorting by account numbers tap the Ez icon citi GLOBA EMEA gt BALTICS citi GLOBAL EMEA gt BALTICS ECA 0 POLAND ACCOUNTS SORTED BY k PI POLA
17. nated in the selected currency pet era he ca ABC COMPANY ACCOUNTS SORTED BY A g aia USD 3 23MM 126MM 180 Accounts AMOUNT j USD 3 23MM 180 Accounts 767M TOOM 700M 600M 800M SOOM 500M 400 4 400M 3004 300M 200M 200M 100M 100M Account Balance SERWIS INFORMACYJNY After the currency filter is applied only those proportions of balances w hich ti D t meet the search criteria w ill remain highlighted e g the first column on the Irec p chart informs that there is a total of 230 thousand USD available on all the 17 It is possible to select more than one currency as your search criteria SEP PRsElElse Maven 10 Current available Account Balance Country Filtering by counterparty banks JAN BEIT RTs Account Balance Country Currency Counterparty 21 Current available For Clients with activated Infopool service information about accounts held with third party banks the last tab on the filter bars Counterparty enables filtering of the account balances by the banks where those accounts are held Multiple banks can be added to the filter criteria at the same time E 4 cola nl ABC COMPANY ACCOUNTS SORTED BY hk 9 AMOUNT USD 338MM 254 Accounts 36 5MM Balance Type Curent available Wye bah Ber meh ANAA a Mes oe a a 484MM JE 5 4 f JAN fan NA Account Balance Currenc 21 Current available y SERWIS INFORMACYJNY
18. nce currentledger opening ledger current available opening available from the bar at the bottom of the screen as presented below SEP EEU EN 10 Current available Account Balance Country Currency Counterparty Current ledger Current available Opening ledger Opening available After the balance type menu button is tapped the application view will switch from map to chart view in order to present the information about the balanceon the accounts and how it changes depending on which balancetype is selected To return to the map view after you select the balance type tap the balance type menu button again or As a rule return from a more detailed view e g view of a country to the more general view e g view of the tap the View Map button SEP LIL ANK BETEN Current available or world or region is possible by tapping Global button or button corresponding to a given region or country in the left upper corner of the screen citi ej Hoyi NORTH AME ABC COMPANY USD 3 23MM_ 180 Accounts The view of a particular region or country can also be accessed directly from that very upper menu If the country you re looking for is not on the list it s enough to swipe your finger to the left to scroll the list Citi GLOBAL ABC COMPANY USD 3 23MM 180 Accounts Current available Counterparty CitiDirect pl 12 3 Navigation in the chart view Switching between map view and chart view T
19. nd higher iPad mini iPad mini Retina Windows 8 1 Microsoft Surface Pro 2 CitiDirect pl Android 4 4 Google Nexus 10 Google Nexus 7 Google Nexus 7 2013 Galaxy Note 8 0 Sony Xperia Tablet Z Android 4 3 Asus Transformer Pad Infinity Google Nexus 10 Sony Xperia Tablet Z Android 4 2 Galaxy Tab 3 7 0 Galaxy Tab 3 8 0 Google Nexus 10 Samsung Galaxy Tab 3 10 1 Samsung Galaxy Tab 2 10 1 Android 4 1 Samsung Galaxy Note 10 1 Samsung Galaxy Tab 2 10 1 CitiDirect pl Download and installation If you already are a CitiDirect User you are also entitled to access CitiDirect on tablet Downloading and installing the CitiDirect BE Tablet application is very easy Just follow the steps outlined below Step 1 Check if yourtabletis on the list of devices able to launch the app Open Google Play Windows Store or App Store on your tablet in case of App Store please make sure that the iPad application s toggle button is selected at the top of the page Then search for CitiDirect BE Step 2 Installing the app on iPad App Store When the application icon appears tap onthe Free icon it will become green and the text will change to Install App After you tap the icon again the app will begin to download Tap the Free icon to install the application Size 29 MB Languages English French P Developer Citibank N A Copyright 2013 Citigroup Inc R
20. oland the view of the world map will be replaced by the view presented below POLAND USD 1 94B 10 Accounts Current ledger 1 94B Current available Opening ledger SEP WEE 11 _ Current available She ayaa Currency Counterparty SERWIS INFORMACYJNY CitiDirect p In order to illustrate the full functionality of Tablet CitiDirect BE application in this User Manual we used an example of a User entitled to accounts in many different Citi branches across the globe Presented below is the basic information about the elements visible on the Home Page a detailed description can be found in the further part of the hereby User Manual Below the Client Profile Name are as follow s base currency of the Client Profile total balance on all accounts M stands for thousands MM for millions and total number of accounts to w hich the User is entitled Number of payments and lists of payments pending authorization and release Tapping this button willtake youto the payment management screen Settings menu enables logout from the application Tapping this Name of the button Client Profile in n gt LATIN AMERICA EMEA ASIA PACIFIC SW itches the CitiDirect screen between USD 338MM 254 Accounts map view and chart view Information about different types of Selecting a balance The type region fromthis of balance l bar enables y
21. ou highlighted in to display the yellow is the one view of particular currently selected geographic region Account view filters 338MM Current available Tap here to change the type of balance displayed JAN Select Ryo 21 Current available Account Balance Country Currency Counterparty CitiDirect pl 10 2 Navigation in the map view Depending on whether the User is entitled to view accounts in different countries the home page will be displayed as the map of a country region or the world Users with world map view of the home page can tap on the map to go to the view of selected region and country In the same way Users with region view as default home page can tap the location on the map to view selected country Presented below is the example of navigating the different views world region country GLOBAL ABC COMPANY USD 3 23MM 180 Accounts Number of accounts and total balance on all accounts to which the User is entitled Number of accounts and total balance on accounts available for the selected region Number of accounts and total balance on accounts limited to several countries in the Baltic area ctr GLOBAL EMEA gt BALTICS POLAND USD 1 94B 10 Account ts Number of accounts and total balance on accounts available in Poland CitiDirect pl 11 Additionally itis possible to selectthe type of displayed bala
22. urrency of the Client Profile in CitiDirect 13 45 citi GLOBAL EMEA gt WESTERN EUROPE ACCOUNTS SORTED BY USD 295M 27 Accounts AMOUNT 26M 26M To search for accounts with selected balance range tap Apply SEP BR Se ei Ne Ga alar Currenc e j gt cy Current available N SERWIS INFORMACYJNY CitiDirect pl SPAIN ACCOUNTS SORTED BY USD 295M 217M 27 Accounts AMOUNT 25M 20M 15M 10M 5M The balance range from0 21 thousands of the base currency has been added to the search criteria 3746 34552342 53 6335 6335 6335 Balance Type Current available Country Currency Apply 249M 280M 311M 622M 933M 124M 156M 187M 218M Filtering by country JAN aia 21 Current available Account Balance Currency Counterparty One of the search options is to filter the accounts by the name of country they are maintained in This criterion allows the User to quickly find accounts available in the particular country or countries The selected country ies will be displayed in blue rectangles at the bottom of the screen ABC COMPANY ACCOUNTS SORTED BY ABC COMPANY ACCOUNTS SORTED BY LOCATION AMOUNT USD 3 23MM 180 Accounts USD 3 23MM 819M 180 Accounts 700M 700M 600M 600M 500M 500M 400M 400M 300M 200M Balance Type N r6 Ea Account Balance Currency Balance Type R 19 Current available 10 Current avaiable Account Balance
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