- Editor Rating
- Rated 4 stars
- Excellent
- Citi Wealth Management
- Reviewed by:
- Published on:
- Last modified:
Contents
Find updated promotions and offers from Citi Personal Wealth Management here. Currently, this service from Citibank is offering up to $3,500 bonus with a Wealth Management account.
Citibank was established in 1812 and is headquartered in New York City . They have locations in nationwide.
Find more bank promotions here. Good offers can be found with banks like Chase Bank, TD Bank, HSBC Bank, Bank of America, BBVA and many others.
Compare their rates with the nation’s best Savings rates here, best Checking rates here, and the best CD rates here.
Featured Investing Promotions
Ally Invest
Up to$3,500
Betterment
Up to1 Year Free
SoFi Invest
Get$50 In Stock
Citi Wealth Management Promotions Review Below
Our Current Top Promotions
Citi Personal Wealth Management Up To $3,500 Bonus
- What you’ll get: Up to $3,500 bonus
- Where it’s available: Nationwide (U.S.)
- How to earn it:
- Contact Citi and enroll in a new or existing eligible Personal Wealth Management account.
- Fund the account with New-to-Citi Funds within 2 months of account opening
- Enroll the new or existing Citi Personal Wealth Management Account into the e-delivery of statements within 2 months of account opening.
- Maintain the new funding through the end of the next month (or 3 months after the month of account enrollment).
- The cash bonus tiers are as follows:
- $50,000 – $199,999 New-to-Citi funds: $500 bonus
- $200,000 – $499,999 New-to-Citi funds: $1,000 bonus
- $500,000 – $999,999 New-to-Citi funds: $1,500 bonus
- $1,000,000 – $1,999,999 New-to-Citi funds: $2,500 bonus
- $2,000,000+: $3,500 bonus
- When it expires: 6/30/2021
How To Earn The Bonus
EARNING THE BONUSACCOUNT FEATURESFINE PRINT
- Contact Citi and enroll in a new eligible Personal Wealth Management account.
- Fund the account with New-to-Citibank Funds within 2 months of account opening
- Enroll the new Citi Personal Wealth Management Account into the e-delivery of statements within 2 months of account opening.
- Maintain the new funding through the end of the next month (or 3 months after the month of account enrollment).
- The cash bonus tiers are as follows:
- $50,000 – $199,999 New-to-Citi funds: $500 bonus
- $200,000 – $499,999 New-to-Citi funds: $1,000 bonus
- $500,000 – $999,999 New-to-Citi funds: $1,500 bonus
- $1,000,000 – $1,999,999 New-to-Citi funds: $2,500 bonus
- $2,000,000+: $3,500 bonus
- Collaborate with a dedicated Citi Personal Wealth Management Financial Advisor for complimentary financial guidance and a financial plan
- Access to a world-class investment platform
- Receive market perspectives from Citi’s global research and analyst teams
- Enjoy low-cost trading for exchange-traded funds (ETFs) and equities online or Citi® Mobile App
- Offer valid for clients who are 18 years or older who fund a new individual or joint Citi Personal Wealth Management account between July 1, 2020 and September 30, 2020. Account and asset eligibility requirements are explained below. Citi Personal Wealth Management reserves the right to change or cancel this offer at any time.
- To qualify, the entire amount of cash or securities to fund the account must be “New-To-Citi” and cannot be combined with existing balances from any other Citibank retail or Citi investment accounts.
- Cash or securities must come from an external, non-Citi, source through a standard transfer method (e.g., a standard Transfer of Assets form, check, electronic funds transfer, ADM deposit). “New-to-Citi Funds” are 1) funds deposited from external accounts or payees other than Citibank, N.A. and 2) must be deposited using domestic ACH transfer, Direct Deposit, checks drawn on banks other than Citibank, N.A., wire transfer, trustee to trustee transfer, or ACAT securities transfers.. Cash deposits, Citi Global Transfers, international ACH transfers, and person-to-person transfer services such as Apple Pay, PayPal®, Venmo, and Zelle®, do not qualify as New-to-Citi Funds. New-To-Citi funds may be deposited into a Citibank retail account and transferred to the new CPWM account during the account funding period outlined in the chart below. However, transfers of existing funds from a Citibank retail account are not considered New-To-Citi funds for the purpose of this promotion.
- To qualify to earn a cash bonus reward, accounts must be funded in cash or securities and the account enrolled in e-delivery of statements within 2 months of account opening and the balance of the account must be maintained through the end of the month shown in the chart below. For example, an account opened in July must fund their account and enroll in e-delivery of statements between 7/1/20 and 9/30/20, then must maintain funds until 10/31/20.
- The total funding for purposes of determining the bonus level funding considered for the promotion is defined as the total amount of eligible cash or securities received in the account minus withdrawals and transfers of securities out of the account as of the deadline to fund the account based on the month of account opening. Distributions, interest, and dividends from investments will not be counted. Market fluctuation will not impact eligibility for a particular bonus level.
- The amount of the cash bonus reward is based on the funding received during the promotional period. The cash bonus will be credited to the Citi Personal Wealth Management account for customers who were enrolled in the promotion and have met the qualifying requirements stated in the offer based on the date the account was opened.
- Limit one bonus per customer. If multiple accounts are opened or funded by a customer, the offer will apply to the eligible account with the highest balance. Multiple account balances in the name of the same beneficial owner will not be aggregated for purposes of this offer, except if one account is a non-managed brokerage account and the other account is a managed account, in which case the eligible funding from these two accounts may be aggregated for bonus qualification purposes. Any additional accounts opened during the promotional period will not be eligible for bonus eligibility. Citi Wealth Builder accounts are excluded from eligibility for this bonus. This offer cannot be combined with any other offer. All requirements of the offer, including the dates in the above chart, pertain to both the eligible managed account and brokerage account.
- For purposes of this offer only, the primary owner of a joint account will be considered the customer. All accounts are subject to approval and applicable terms and fees. Account must be open and in good standing at the time the bonus is credited to receive the bonus.
- The promotion is only available for certain account types, including individual and joint accounts. Accounts not eligible for this promotion include but are not limited to corporate and other business/entity accounts, trust accounts (except Living Revocable Trusts and Family Revocable Trusts which are eligible), retirement plan accounts other than IRAs and SEPs (e.g., 401(k), money purchase pension plan, profit sharing plan, and other ERISA plan account), estate accounts, UGMA/UTMA accounts, 529 college savings plan accounts, robo-advisory accounts under the Citi Wealth Builder Program, and insurance products (including annuities). For questions about eligibility, please speak to a Citi Personal Wealth Management representative.
- This offer is limited to customers who are either citizens or resident aliens of the United States (U.S.) who present a valid Form W-9. Customer is responsible for any applicable taxes.
Bottom Line
This is a great offer from Citi Personal Wealth Management and is an excellent choice for medium to large investors. Unfortunately, for smaller investors with less than $50,000 to invest, it is not an offer you take advantage.
Compare this offer with the best investment promotions here.
More Investment Promotions You May Like
*See our brokerage and investment offers page here.
FEATURED PROMOTIONS
| OFFER LINK | OFFER | OUR REVIEW |
| Chase Business Complete Banking℠ | $300 Cash | Review |
| Chase Total Checking® | $200 Cash | Review |
| Bank of America Checking | $100 Offer | Review |
| TD Bank Beyond Checking | $300 Cash | Review |
| TD Bank Convenience Checking℠ | $150 Cash | Review |
| HSBC Premier Checking | $450 Cash | Review |
| HSBC Premier Checking | Up To $600 | Review |
| HSBC Advance Checking | $200 Cash | Review |
| HSBC Advance Checking | Up To $240 | Review |
| Aspiration Checking | $100 Cash | Review |
| Ally Invest | Up To $3,500 | Review |
| Betterment | Up To 1 Year Free | Review |
| TradeStation | $100 Cash | Review |
| BlockFi | Up To $250 BTC | Review |
![Capital One Promotions: $100, $250, $400, $450, $500 Bonuses & $1,000 In Referrals [Nationwide]](https://i0.wp.com/www.moneysmylife.com/wp-content/uploads/2016/02/Capital-One-360.jpg?fit=750%2C420&ssl=1&resize=40%2C40){kind=small}
Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.
Disclaimer: These responses are not provided or commissioned by the bank advertiser, credit card issuer, hotel, airline or other entity. Responses have not been reviewed, approved or otherwise endorsed by any of the entities included within the post. It is not the bank advertiser's or any other entity's responsibility to ensure all posts and/or questions are answered.