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 $2,000
Start a Citigold relationship by opening a new checking account 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.
Investing
World-class investment platform, access to global insights, and pricing benefits.
Banking
Personal service, waived fees, preferred pricing, and more conveniences.
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.
Lifestyle Experiences
Special access and unique experiences across entertainment, sports, culture and more.


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.
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