Wealth Management
on Your Terms
Discover how Citigold can help you enjoy
today while planning for tomorrow.
Earn Up To $1,500
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
Citigold 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.†
Financial Planning
Complimentary financial planning to help you reach your goals and explore new possibilities.
Investing
World-class investment platform, access to global insights, and pricing benefits.
Banking
Personal service, waived fees, preferred pricing, and more conveniences.
Travel & Global Benefits
Benefits and perks that travel with you, at home or abroad.
Lifestyle Experiences
Special access and unique experiences across entertainment, sports, culture and more.
Subscription Benefits
Earn up to $200 annually in cash back on some of your favorite subscriptions.
Experience the Difference a Dedicated Team Makes
Your Dedicated Wealth team is here to offer you professional guidance, premium banking, valuable insights, financial planning and recommend investment strategies. Plus, the 24/7 service center delivers immediate access to additional support anytime.
Integrated Wealth Management, Investing and Banking with the Citi Mobile® App
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 Your Wealth Team
Schedule appointments and quickly connect with your 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.
Manage Your Investments
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.