CitiManager Login: How To Manage Your Account Online

Citi’s global online tool also known as the CitiManager login portal enables you to manage business expenses from anywhere around the globe from your computer or mobile device as long as you have an active internet connection; you can view statements online, confirm account balances, sign up for email and SMS alerts, and much more.

Read our downloadable guide carefully and completely. It contains important information that should answer most of your questions about managing your CitiManager online account. If you have not already signed up for the CitiManager tool, this article will help you to sign up. Keep in mind, though, that like this website, it only gives general information. It is not the law. It is not a regulation. It is not legal advice.

What is CitiManager?

The CitiManager Site is a powerful online tool that allows Cardholders to view and manage their account at any time. Based on your agency/organization’s set up, some of the key self-service activities may include:

• Retrieve a forgotten username or password
• View recent activity and current and past statements
• View credit limits, total balances and transaction level detail
• Make a payment
• Request a refund
• Manage e-mail and mobile alerts
• Dispute a transaction and view the dispute once it’s submitted
• Manage preferences and update contact information

For Department of Defense Cardholders who do not have a CitiManager profile, the CitiManager Site will send you Registration ID and Passcode e-mails once activity is recorded on your Cardholder account. Once received, you can complete the CitiManager Site self-registration process to access your account details.

Features Of CitiManager

When you’re looking for a simple way to manage your global program or account, going with a globally consistent online tool can make all of the difference. CitiManager – Citi’s globally available program and account management tool, provides consistent features and capabilities across markets to help simplify program management.

The online maintenance and application functions help maximize self-servicing, while cardholders can benefit from the CitiManagerSM Mobile version for on-the-go account viewing.

This tool is best for:

1: Companies & Organizations that need ease and efficiency in payment processing and expense management. Available globally in 27 languages, CitiManager’s single technology platform supports a robust data repository which allows for analysis of globally consolidated data.

2: Program Administrators that manage 1000’s of card applications, need to modify existing account parameters, review overall spend and ensure compliance to an organization’s policy. CitiManager provides an automated, on-line helping hand to make expenses management more efficient.

From on-line application processing to real-time maintenance requests, the tool is equipped to meet all of your day-to-day needs. With the rich reporting and cost allocation capabilities, data analysis and expense management become easier.

3: Cardholders that need to manage business expenses from anywhere around the globe on their desktop or mobile device, view statements online and confirm account balances.

How To Self-register As A Cardholder

As a Cardholder it is possible to self-register for the CitiManager Site so you can view your account information, view statements and balances and perform other self-service tasks such as set your alerts or view your PIN. To complete the self-registration process, you will need the following information:

• Your credit card number
• The CVV security code from the back of your credit card
• The last four digits of your Employee ID/Social Security Number that were provided to you during the application process

Step-by-Step Instructions

Step 1: Navigate to www.citimanager.com/login. The CitiManager Site Login screen displays.

Step 2: From the CitiManager Site Login screen, click the Register as a Cardholder link. The Register for Online Access screen displays.

Step 3: In the Credit Card Number field, type your 16-digit credit card number.

Step 4: In the Security Code (CVV) field, type the CVV security code that displays on the back of your credit card.

Step 5: Click the Continue button. The Verify Identity screen displays.

Step 6: In the Last 4 of Social – OR – Employee ID field, type the number that was provided by your agency/organization during the application process. This number is either the last four digits of your social security number (SSN) or the last four digits of your Employee ID depending on your agency/organization set-up.

Note: In Canada, the Date of Birth field displays. Type your date of birth in mm/dd/yyyy format or select it using the Calendar.

Step 7: Click the Continue button. The Verification Method screen displays.

Step 8: Select the radio button for the phone number where you want to receive the one-time passcode.

Note: If you are not able to receive a one-time passcode using the available options, click the Register using temporary credentials, they’ll send to the email we have on file link. The screen will refresh and a Registration ID and Passcode will be sent to your e-mail address. Enter your Registration ID and Passcode and continue to Step 12.

Step 9: Click the Continue button. The One-Time Code field screen displays.

Step 10: In the One-Time Identification Code field, type the one-time passcode code that was sent to the option selected.

Note: The one-time passcode expires after three minutes and you have six attempts to enter it correctly. The time remaining displays at the top of the screen. If time expires before the one-time passcode is entered correctly, a message window displays. Click the Try Again button and then click the Resend code link to have a code sent again.

Step 11: Click the Continue button. The Sign On Details screen displays.

Step 12: Click the Continue button. In the Username field, type a username that meets the requirements. Note: If the username you entered already exists, you will be asked to enter a different one.

Step 13: In the Password field, type a password that meets the requirements.

Step 14: In the Confirm Password field, re-type the password.

Step 15: In the Primary Email Address field, verify the e-mail address that is pre-populated necessary. Note: This is the e-mail address that will be used as your primary e-mail address in your CitiManager Site Profile.

Step 16: In the Alternate Email Address (Optional) field, type an alternate e-mail address. Note: This is an optional field. The alternate e-mail address can be used for alerts.

Step 17: Click the Continue button. The Client Services Verification screen displays.

Step 18: From the Client Services Question drop-down list, select the question that will be used to verify your identity when you call Customer Service.

Step 19: In the Client Services Answer field, type the answer to the question you selected. Note: This is a free-form field and it is not case sensitive.

Step 20: In the Confirm Client Services Answer field, re-type the answer to the question you selected.

Step 21: Click the Continue button. The Review and Register screen displays.

Step 22: Review the information displayed and when you are finished, click the Register Account button. The Confirmation screen displays indicating you have successfully registered your account.

Step 23: To continue to the CitiManager Site, click the Sign On button. The Security Questions screen displays. Note: When you log in for the first time, you will be asked to select and answer three challenge questions. For subsequent logins, you may be asked to answer one of the challenge questions to complete the log in process.

Step 24: Select, answer and confirm three challenge questions and click the Save button. The CitiManager Site Home screen displays. Note: You cannot select a challenge question more than once.

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CitiManager Login Steps

In order to access your account information in the CitiManager Site, you must use a valid username and password and then answer a challenge question.

Depending on your agency/organization set-up, you may be prompted to enter a one-time passcode (OTP) during the log in processes. If prompted, you will select a receipt option from the available options. Once you enter the OTP, the CitiManager Home screen displays and you will not need to answer a challenge question.

Step-by-Step Instructions

• Navigate to www.citimanager.com/login. The CitiManager Site Login screen displays.
• In the Username field, type your username.
• In the Password field, type your password.
• Click the Sign In button. The Challenge Question or One-time Passcode receipt options screen displays.

Note: When you log in to the CitiManager Site for the first time you must select and answer three challenge questions. Each time you log in, you may be asked to answer one of the challenge questions.

Depending on your agency/organization set-up, the One-time Passcode receipt option screen may display. Select how you would like to receive your one-time passcode and click the Continue button.

When the eight-digit code is received, type it in the field displayed on the CitiManager Site One-time Passcode screen and click the Continue
button.

The one-time passcode expires after five minutes (300 seconds). If you enter a OTP, you will not be prompted to answer a challenge question and the CitiManager Site Home screen displays.

How To Retrieve A Forgotten Username

If you forget your username, you will need to retrieve it in order to log into the CitiManager Site. When you are finished submitting the request, your username will be sent to your e-mail address. To retrieve your username, the following information is required:

• Your full account number
• The embossed name as it appears on your card
• Your Helpdesk verification answer

Step-by-Step Instruction

1. Navigate to www.citimanager.com/login.The CitiManager Site Login screen displays.
2. Click the Forgot username? link. The Forgot Sign On — Username screen displays.
3. Select the Cardholder radio button and click the Continue button. The Forgot Sign On — User Name — Select Role screen displays.
4. In the Embossed Name field, type the embossed name as it appears on your card.
5. In the Account Number (full number) field, type the full account number as it appears
   on the card.
6. In the Enter the code in image field, type the CAPTCHA displayed in the shaded image. Note: To listen to the CAPTCHA code, select the Select Audio Challenge checkbox and click the Play Audio button.
7. Click the Continue button. The Helpdesk Verification screen displays.
8. In the Helpdesk Verification Answer field, type the answer to the verification question and click the Continue button. The OTP Details screen displays.
9. From the OTP Details screen, select the appropriate contact option and click the Continue button. A passcode is sent via text message or phone call depending on the option you have selected.
10. In the One-Time Passcode field, type the passcode you were provided and click the Continue button. A confirmation message displays.
11. Click the OK button. The system sends your username to the e-mail address on file

How To Reset A Forgotten Password

If you forget your password, you will need to reset it in order to login to the CitiManager Site. To retrieve your password, the following information is required:

• A valid username
• The last six digits of your account number
• Your Helpdesk verification answer.

Step-by-Step Instructions

1. Navigate to www.citimanager.com/login. The CitiManager Site Login screen displays.
2. Click the Forgot password? link. The Forgot Password — Select Role screen displays.
3. Select the Cardholder radio button and click the Continue button. The Forgot Password — Enter Details screen displays.
4. In the Username field, type your username.
5. In the Card Number field, type the last six digits of your account number.
6. In the Enter the code in image field, type the CAPTCHA displayed in the shaded image. Note: To listen to the CAPTCHA code, select the Select Audio Challenge checkbox and click the Play Audio button.
7. Click the Continue button. The Helpdesk Verification screen displays.
8. In the Helpdesk Verification Answer field, type the answer to the verification question and click the Continue button. The Forget Password — OTP Details screen displays.
9. From the OTP Details screen, select the appropriate contact option and click the Continue button. A passcode is sent via text message or phone call depending on the option you have selected.
10. In the One-Time Passcode field, type the passcode you were provided and click the Continue button. A confirmation message displays.
11. Click the OK button. A message displays indicating a temporary password has been generated and sent to your e-mail address. Use this password to login to the CitiManager Site. You will be prompted to create a new password.

How To Activate Your Card

To activate your card, please sign your card immediately and confirm receipt of your card by following the instructions below:

1. Navigate to the Card Activation website. Alternately, you may call 1-888-514-2922. From outside the U.S. and Canada, call 706-494-5028.
2. Enter the required information and follow the instructions on the website. To activate this card you are required enter your Verification ID, which is the last four digits of your Social Security Number, Employee ID or other personal reference numbers as instructed by your employer for verification.

How To Contact CitiManager Customer Support

For additinal information, Contact CitiManager Customer Support. CitiManager Customer Service Center is committed to satisfying the needs of all Citi Government Travel Cardholders. Inside the U.S., simply call them toll-free at 1-800-790-7206, 24 hours a day, seven days a week, every day of the year. Outside the U.S., call at +1-904-954-7850.