Alerts

Work Order Time Message
Account Opening 10/13/17 18:53:00 EST W-9 document has been rejected. Please upload the correct version of this file
Work Order Time Message
Account Opening 10/13/17 18:53:00 EST W-9 document has been rejected. Please upload the correct version of this file
Work Order Time Message
Account Opening 10/13/17 18:53:00 EST W-9 document has been rejected. Please upload the correct version of this file
ACCOUNT OPENING
YOUR CASE MANAGER
Case Manager

Susan Dalgleish

Product Associate (212) 555-1212 s.dalgleish@citi.com
YOUR REQUEST

4 Checking Accounts 2 Money Market Accounts 2 Savings Accounts 1 CD Accounts Requested On: 12/31/17

Case Manager
Client Request
CURRENT PHASE: DOCUMENTATION
75%

3

DAYS

12

HOURS
Completion
Elapsed Time
CASH MANAGEMENT
YOUR CASE MANAGER
Case Manager

Susan Dalgleish

Product Associate (212) 555-1212 s.dalgleish@citi.com
YOUR REQUEST

4 Checking Accounts 2 Money Market Accounts 2 Savings Accounts 1 CD Accounts Requested On: 12/31/17

Case Manager
Client Request
CURRENT PHASE: DOCUMENTATION
25%

2

DAYS

05

HOURS
Completion
Elapsed Time
CASH MANAGEMENT
YOUR CASE MANAGER
Case Manager

Susan Dalgleish

Product Associate (212) 555-1212 s.dalgleish@citi.com
YOUR REQUEST

4 Checking Accounts 2 Money Market Accounts 2 Savings Accounts 1 CD Accounts Requested On: 12/31/17

Case Manager
Client Request
CURRENT PHASE: DOCUMENTATION
50%

1

DAYS

10

HOURS
Completion
Elapsed Time

Next Step

Under Account Signers, complete the General Delegation of Operating Authority section.

GO TO STEP
Document
Filename
Uploaded On
Remove
W-9
User_W-9-2017.pdf
12-Dec-2017 09:15pm EST
Birth Certificate
Title_of_Document.pdf
12-Dec-2017 09:15pm EST
Drivers License
User_Upload_Doc.pdf
17-Dec-2017 08:33am EST
Letter of Authorization
Upload File
Declaration of Benefits
Upload File
Legal Rights
Upload File
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