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.
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.
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