Global Managed Porfolios

An Investment Experience for Today’s World

First Citizens Global Managed Portfolios give you an intuitive and integrated experience made to offer:

Expertise

Highly associates managing your wealth

Options

Investment portfolios tailored for you

Access

Online and mobile convenience anywhere, anytime

A Team of Experts On Your Side

This is an investment experience that puts the power of our expert Portfolio Managers to work on growing your wealth. A trained, dedicated Investment Associate will be assigned to your account to create and execute a plan that helps you achieve your financial goals.

Individualised Investments

There is no one-size-fits-all here! We will work with you to discover which of our model investment portfolios is right for your risk appetite, your situation and your goals.

All at Your Fingertips

Online and mobile options allow you the power to access your account anywhere, anytime. And if you have other international accounts with First Citizens, you can enjoy the convenient option of linking these accounts and accessing a consolidated view of all your holdings.

Sign up or call today!

To get started or for more information please complete the form below:

Wealth Management

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Last

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Do you currently have US$ available to invest?

Yes

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Are you interested in any of our other Wealth Management offerings?

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Application Requirements

Job letter no more than 3 months old
2 forms of valid identification
Proof of address no more than 3 months old
Salary slip no more than 1 month old

Email Us

1-868-657-2662

1-868-622-3247

Risk: All investments, depending on their nature, carry a degree of risk and should be carefully considered before making any decision. Please discuss the details of this and all other risks associated with investments with a Wealth Management Professional. Our Wealth Management Professionals are available to provide clarification on any concerns that you may have.

Command	What it does
BAL	Retrieve balance for default account
BAL <Insert Nickname> For Example: BAL Sav1	Retrieve balance on a registered account using account nickname
BAL ALL	Retrieve balance for all registered account
HIST	Retrieve list of the 10 most recent transactions posted on default registered account
HIST <Insert Nickname> For Example: HIST Sav1	Retrieve list of the 10 most recent transactions posted on a registered account using a nickname
HIST d, from <date> to <date> For Example: HIST d, from 04-05-2020 to 06-05-2020	Retrieve list of posted transactions on default registered account with date range specified, (maximum of 10 transactions)
HIST <nickname> d, from <date> to <date> For Example: HIST Sav1 d, from 04-05-2020 to 06-05-2020	Retrieve list of posted transactions on a registered account using account nickname, within the date range specified,(maximum of 10 transactions)
HIST c, from <low cheque number > to <high cheque number> For Example: Hist c, from 200 to 205	Retrieve list of posted cheques on your default registered account, within the cheque range number range specified
HIST <nickname> c, from <low cheque number > to <high cheque number> For Example: Hist Chq1 c, from 200 to 205	Retrieve list of the posted cheques on your registered account, with a nickname, within the cheque number range specified
RTRA	Retrieve list of the 3 most recent posted transfers from your default registered account
RTRA <nickname> For Example: RTRA sav1	Retrieve a list of the 3 most recent posted transfers from your registered account with a nickname
RTRA ALL	Retrieve a list of the 3 most recent posted transfers from all your registered accounts
TRAN <nickname1> <nickname2> Amount For Example: tran ck1 ck2 100	Transfer amount between accounts using nicknames
TRAN <nickname1> <Amount> For Example: tran ck2 500	Transfer amount from the default registered account to the specified registered account using the nickname
TRAN <nickname1> <Amount> <Date> For Example: tran ck2 500 04-10-2020	Transfer amount from the default registered account to the specified registered account with the nickname, for a scheduled future date.
TRAN <nickname1> <nickname2> <Amount> <Date> For Example: tran sav1 ck1 500 04-10-2020	Transfer stated amount from a registered specified nicknamed account to a second registered nicknamed account, for a scheduled future date.
HELP BAL	Retrieve information on the format of the balance commands
HELP TRAN	Retrieve information on the format of the Transfer commands
HELP RTRA	Retrieve information on the format of the Recent Transfers commands
HELP HIST	Retrieve information on the format of the Account History commands
HELP	Retrieve information on the format of the Help command
STOP	Unsubscribe your mobile device from receiving First Citizens SMS Alert messages

An Investment Experience for Today’s World

First Citizens Global Managed Portfolios give you an intuitive and integrated experience made to offer:

Expertise

Options

Access

A Team of Experts On Your Side

Individualised Investments

All at Your Fingertips

Sign up or call today!

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