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Wealth management
on your terms.

Discover how Citigold can help you enjoy
today while planning for tomorrow.

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WEALTH MANAGEMENT ON YOUR TERMS

Earn Up To $2,000

Start a Citigold relationship by opening a new checking account and earn a cash bonus after completing required activities.

Learn More on earning up to 1500 dollars

Explore the Benefits of Citigold

Citigold opens doors to more possibilities with complimentary financial planning, preferred banking benefits, world-class investment capabilities and lifestyle benefits.

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.

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Financial Planning

Complimentary financial planning to help you reach your goals and explore new possibilities.

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Investing

World-class investment platform, access to global insights, and pricing benefits.

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Banking

Personal service, waived fees, preferred pricing, and more conveniences.

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Relationship-based pricing, and guidance from lending professionals who can help meet your needs.

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Travel & Global Benefits

Benefits and perks that travel with you, at home or abroad.

Learn more about travel and global benefits
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Lifestyle Experiences

Special access and unique experiences across entertainment, sports, culture and more.

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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.

Learn More about how to earn $200 for qualified referrals

Experience the Difference a Dedicated Team Makes

As a Citigold client, you have a Wealth Relationship Manager and a Citi Personal Wealth Management Wealth Advisor collaborating to provide you with integrated, personalized financial guidance.

Learn More about the Difference a Dedicated Team Makes
Most people don’t realize how personalized our guidance is. One size doesn’t fit all.

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.

Manage Banking and Investment Accounts Easily with the Citi Mobile® App

Integrated wealth management and banking built for the way you live today.

  • Connect with your Wealth Team in one tap
  • Use your face, fingerprint or PIN to securely sign on
  • Manage your Citi banking, credit cards, loans and Citi Personal Wealth Management (CPWM) brokerage accounts all in one place
  • Buy and sell equities, exchange-traded funds (ETFs) and mutual funds in your CPWM account
  • Transfer money between linked accounts
  • Get the latest market news and quotes, and create watch lists

Download the Citi Mobile App1:

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INVESTMENT AND INSURANCE 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 • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Ready to Get Started?

Open a new Citigold checking account to earn up to $2,000 with required activities.

Open a Checking Account Online

Call:
1-833-382-0004 (EXT 1087) |
TTY: We accept 711 or other Relay Service.

Contact Us today to learn more about Citigold Wealth Management
and a Wealth Relationship Manager will call you back shortly.

Citi is here to help you meet your financial goals.

Sign On to schedule an appointment with your Citigold dedicated team.

Sign On

If you would like to start another Citigold relationship, Open an Account Online.

Call the Dedicated Service Line:
1-800-321-2484 | TTY: We accept 711 or other Relay Service.

Frequently Asked Questions

What is Citigold?

Citigold is comprehensive wealth management for banking, investing and your lifestyle.

What are the key benefits of a Citigold relationship?

Citigold opens doors to more possibilities for you and your family. With a Citigold relationship, you have a dedicated team, complimentary financial planning, world-class investing capabilities, preferred pricing on select products and exclusive travel and lifestyle benefits.

How do I begin a Citigold relationship?

A Citigold relationship starts with a Citigold Checking account in a Citigold Account Package. To remain a Citigold client, maintain a minimum combined average monthly balance of $200,000 in eligible linked banking, retirement and investment accounts.

Open an Account Online

Visit a Citibank Branch or Call: 1-800-321-2484 | TTY: We accept 711 or other Relay Service.
Existing Citi Customer?
Sign On to Citi to open your Citigold account.

Is there a monthly service fee?

There is no monthly service fee for the Citigold Account Package.

I already have a Citibank account, how do I upgrade to a Citigold relationship?

Sign On and follow the steps to open a Citigold Account. Call: 1-800-321-2484 | TTY: We accept 711 or other Relay Service. or Visit a Citibank branch.

How do I find a Citigold lounge or Citigold Client Center?

Citigold clients have access to lounges located in cities around the world. Find Citigold lounge at https://citigoldlounges.citi.com

What is the customer service number for Citigold clients?

Dedicated Service Line: 1-888-248-4465 | TTY: We accept 711 or other Relay Service.. Representatives are available 24 hours a day, 7 days a week.

How do I make an appointment with my dedicated team?

Sign On and schedule an appointment online.

Kiplinger’s Best Banking Award for 2017, 2018, 2019, 2020 & 2021

Kiplinger’s Best Banks 2017, 2018, 2019, 2020, 2021, & 20222
Citibank: Citigold Package
Best “High-Net-Worth Families Bank”
six years running.

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Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/.
If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. | TTY: We accept 711 or other Relay Service.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

As a Citigold client, you can receive banking and lending services, including The Citigold Account Package, from Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Wealth Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

For insurance and investments, Wealth Relationship Managers offer only term and single premium life insurance and fixed annuities. If a potential need is identified for, or you express an interest in, other insurance or investment products, you will be referred to a financial professional who offers those products. The purchase of fixed insurance and annuity products will require for administrative purposes the opening of a limited purpose investment account, that will not accommodate securities transactions.

  1. Regular account charges apply. Citibank does not charge you a fee for using the Citi Mobile® App. You must have Internet access through your mobile device and charges from your wireless carrier may apply.
  2. From Kiplinger's Personal Finance. © 2022 The Kiplinger Washington Editors. All rights reserved. Used under license. Learn more about Kiplinger Award

© 2023 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Privacy | Notice at Collection | Do Not Sell or Share My Personal Information

Borrowing

If you’re an existing Citigold client, contact your Wealth Relationship Manager to learn more about relationship-based pricing for Citigold clients.

If you’re new to Citi, a Citigold relationship starts with a Citigold Checking account, which opens the door to so much more.


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