You can schedule a consult in two ways:

Option 1: On your home page, at the top carousel, swipe right to the tile labeled “Get personalized advice from a Citizens Financial Advisor”. Click on the tile to start the process

Option 2: Click on the “Advisors” tab on the bottom navigation bar. At the top of the page click on the tile labeled “Get personalized advice from a Citizens Financial Advisor”. Click on the tile to start the process.

To start the scheduling process follow the prescribed steps below:

Step 1: Proceed to view the simple instructions to set up a consultation. Click on the “Next” button at the bottom to proceed to the survey page.

Step 2: Input your information in the survey. Click on the “Next” button on the bottom to proceed to select your interests.

Step 3: Update or select your interests. Click on the “Next” button on the bottom to proceed to view your preferred Citizens Financial Advisor matches.

Step 4: Select your preferred Citizens Financial Advisor. You have the option to email or request for a call. If you request for a call please select your preferred scheduling options for a call.