Check out Citi Wealth Management bonuses, promotions, and offers here.
Currently, they are offering a chance where you can earn up to $5,000 bonus when you meet the requirements.
Update 7/1/24: The offer has been extended through 9/30/24.
Citi Wealth Management Brokerage Account Summary
Citi’s mission is to serve as a trusted partner to their clients by responsibly providing financial services that enable growth and economic progress. Furthermore, they are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
I’ll review the Citi Promotions below.
Citi Wealth Management Earn Up to $5,000 Bonus
- Learn more about this offer.
- What you’ll get: Up to $5,000
- Eligible account: Personal Wealth Management account
- Account Type: Investment Accounts
- Monthly Fee: None listed
The information for the Citi Personal Wealth Management has been collected independently by Bankcheckingsavings. The product details on this page have not been reviewed or provided by the bank.
How To Earn The Bonus
Earn up to $5,000 and help get your investments on track.
- Step 1: Contact a Financial Advisor to enroll a new or existing eligible Citi Personal Wealth Management account by 9/30/2024.
- Step 2: Fund a new or existing Citi Personal Wealth Management account with a minimum of $50,000 in New-to-Citi funds between 7/1/2024 – 9/30/2024.
- Step 3: Enroll or maintain enrollment in eDelivery of statements through the Account Funding Period deadline shown in the Terms and Conditions.
- Step 4: Maintain the New-to-Citi funds in your account through the Maintain Funds deadline shown in the Terms and Conditions.
| Cash Bonus | New-To-Citi Funding |
| $500 | $50,000 – $199,999 |
| $1,000 | $200,000 – $499,999 |
| $2,000 | $500,000 – $999,999 |
| $3,000 | $1,000,000 – $1,999,999 |
| $5,000 | $2,000,000+ |
 |
 |
Conclusion
When you open a new Citi Wealth Management Investment Account, you will not only receive the features and bonus, but you will also have the chance to earn the generous bonus when you meet the requirements. Furthermore, this bonus is one of the most generous out there right now, so be sure to take advantage of it while you can.
However, if you are not currently interested, I recommend you check out our updated list of Brokerage Bonuses and also Best Robo-Advisors for any of your investment inquiries!
For more, view the latest banking promotions from Citi.
