WEALTH MANAGEMENT ON YOUR TERMS
Earn a $1,500 Bonus with Citigold®
Start a new Citigold relationship to earn a cash bonus with required activities.
Explore the Benefits of Citigold
Citigold opens doors to more possibilities with complimentary financial planning, preferred banking benefits and world-class investment capabilities. Plus, a Citigold relationship helps you enjoy the life you've created with unique experiences and travel and lifestyle benefits.
Relationship-based pricing, and guidance from lending professionals who can help meet your needs.
Experience the Difference a Dedicated Team Makes
As a Citigold client, you have a Citigold Relationship Manager and a Citi Personal Wealth Management Financial Advisor collaborating to provide you with integrated, personalized financial guidance.
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.
As winter approaches, stocks headed north instead of south in November with global equities rallying an impressive 2.3% during the month.
Chuck Cavanaugh, Head of Wealth Planning, and Michael Lynch, National Investment Specialist, of Citi Personal Wealth Management offer their insights on what you can do before the end of the year and for the long term to help reduce taxes.
After a strong start to the year, financial markets are now being driven by both hope and fear. Hope that the U.S. can reach bi-lateral trade deals with key trading...
Manage Banking and Investment Accounts with Ease Using the Citi Mobile® App
Integrated wealth management and banking built for the way you live today.
- Connect with your Citigold Relationship Manager or Citi Personal Wealth Management Financial Advisor with 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