Earn up to $5,000
and help get your investments on track.

Call 1-833-350-22581-833-350-2258
For TTY: We accept 711 or other Relay Service

How to earn up to $5,000 cash bonus with required activities

A minimum funding of $50,000 is required during the promotional period to receive your cash bonus.

  • Step 1: Contact us to enroll a new or existing eligible Citi Personal Wealth Management account by 09/30/2023.
  • Step 2: Fund a new or existing Citi Personal Wealth Management account with a minimum of $50,000 of New-To-Citi funds between 07/01/2023 – 09/30/2023.
  • Step 3: Enroll or maintain enrollment in eDelivery of statements through the Account Funding Period deadline shown in the Terms and Conditions.
  • Step 4: Maintain the New-To-Citi funds in your account through the Maintain Funds deadline shown in the Terms and Conditions.
New-To-Citi Funding Cash Bonus
$50,000 - $199,999 $500
$200,000 - $499,999 $1,000
$500,000 - $999,999 $2,000
$1,000,000 - $1,999,999 $3,000
$2,000,000+ $5,000

Sound financial guidance at the right time

As we deal with volatile markets, now is the time to take advantage of guidance from a Citi Personal Wealth Management Financial Advisor. Together, you and your Financial Advisor can create a financial road map that will help you reach your goals.
Collaborate with a Citi Personal Wealth Management Financial Advisor for complimentary financial guidance and a financial plan
Access to a world class
investment platform
Receive market perspectives from Citi's global research and analyst teams
Enjoy commission-free Exchange Traded Funds (ETFs) and equity trades online or via the Citi Mobile® App1

Contact us today to learn more about this special offer and how we can help you plan for the future.

Call 1-833-350-22581-833-350-2258
For TTY: We accept 711 or other Relay Service
INVESTMENT PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK AND SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED.