Wealth management
on your terms.

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

WEALTH MANAGEMENT ON YOUR TERMS

Earn Up To $1,500

Start a new Citigold relationship and earn a cash bonus after completing required activities.

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.

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.

Travel & Global Benefits

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

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Lifestyle Experiences

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

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Experience the Difference a Dedicated Team Makes

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

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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.

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

Connect with your Citigold Relationship Manager or Citi Personal Wealth Management Wealth 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

Download the Citi Mobile App¹:

download citi mobile app from the apple store

download citi mobile app from google play

Ready to Get Started?

Start a new Citigold relationship to earn up to $1,500 with required activities.

Open a Checking Account Online

Call:
1-833-382-0004 (EXT 1087) |
TTY: Use 711

Contact Us today to learn more about Citigold Wealth Management
and a Citigold 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: Use 711

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: Use 711
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: Use 711 or Visit a Citibank branch.

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

Citigold clients have access to over 100 lounges located in cities around the world. Find Citigold lounge at https://citigoldlounges.citi.com

COVID-19: Citigold lounges may be temporarily closed to protect the health and safety of our clients and employees. Visit https://citibank.com/locations to stay up-to-date on the branches and ATM locations near you.

What is the customer service number for Citigold clients?: Dedicated Service Line: 1-888-248-4465 | TTY: Use 711. 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.

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: Use 711

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). Citigold 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.

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.

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