Wealth Management
on Your Terms
Discover how Citigold can help you enjoy
today while planning for tomorrow.

Open an eligible checking account, and earn a cash bonus after completing required activities.


Earn $200 for every referral
When you refer new-to-Citi friends or family, and they open an eligible Citibank® consumer checking account, you can earn $200 for every qualified referral, up to a maximum of 20 referral bonuses.
Explore the Benefits of Citigold
The Citigold Relationship Tier is designed for clients who maintain a minimum combined average monthly balance of at least $200,000 in eligible linked deposit, retirement and investment accounts.1
Financial Planning
Complimentary financial planning from Citi Personal Wealth Management to help you reach your goals and explore new possibilities.
Investing
World-class investment platform, access to global insights, and pricing benefits, from Citi Personal Wealth Management.
Banking
Personal service, select waived fees, preferred pricing, and more conveniences.
Travel & Global Benefits
Benefits and perks that travel with you, at home or abroad.
Educational Events
Hear timely insights on the economy, learn from Citi’s top strategists, or access an informative webcast from anywhere.
Experience the Difference a Wealth Team Makes
You have access to a Wealth team who offer premium banking services as well as professional guidance on financial planning and investment strategies. Plus, the Citigold service center is available 24/7 for immediate support.
Integrated Wealth Management, Investing, and Banking with the Citi Mobile® App3
See a 360 View of Your Finances
See investments, credit cards, loans and bank balances in one place for both Citi and non-Citi accounts.
Connect with a Wealth Team
Schedule appointments and quickly connect with a wealth team in one tap.
Make Payments & Transfer Funds
Pay bills and transfer funds between banking and brokerage accounts. Move money abroad with Citi Global Transfers.4
Manage Your Investments from Citi Personal Wealth Management
Buy and sell equities, exchange traded funds (ETFs) and mutual funds. Plus, get market news, quotes and create watch lists.
Stay on Top of the Changing Financial Landscape
From timely market insights to financial guidance on life events, you have access to a breadth of financial education and economic updates.