Earn up to $5,000
and help get your investments on track.
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 open and enroll in a new or existing eligible Citi Personal Wealth Management account by 09/30/2022.
- Step 2: Fund the Citi Personal Wealth Management account with New-To-Citi Funds within 2 months of account opening or funding of your existing account.
- Step 3: Enroll the new or existing Citi Personal Wealth Management Account into e-delivery of statements within 2 months of account opening or funding of your existing account.
- Step 4: Maintain the new funding through the end of the following month (or 3 months after the month of account enrollment).
| 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 |
The amount of the cash bonus reward is based on the funding received during the promotional period. The cash bonus will be credited to the Citi Personal Wealth Management account enrolled in the promotion that has met the qualifying requirements stated in the offer based on the date the account was opened.1
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 designed to 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
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.
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.