The DTVM/RM Investment Transfer Detail Form allows entitled users to initiate transfers from a debit account to an investment account. To reach this detail form, click DTVM/RM Investment Transfer on the CitiDirect navigation bar.
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Notes:
To submit DTVM/RM data for validation, click Submit.
Transfers can only be modified and re-submitted if validation has failed.
The details of each DTVM/RM transfer are viewed individually. Click Next to view details of the next transfer selected on the DTVM/RM summary form.
To return to the summary form, click Return to Summary.
To view error messages for the current DTVM/RM transfer, click Other Options and then click View Error Messages.
To print the details of the current DTVM/RM transfer, click Print.