Take advantage of the Citi Wealth promotions, bonuses, and offers for stocks, forex, futures, and mutual funds here.
Currently, you can earn up to a $5000 bonus with a Personal Wealth Management account.
Update 10/9/24: The offer has been extended through 12/31/24.
About Citi Promotions
Citi was founded in 1812 as Citi Bank of New York but has since expanded nationwide and had locations in nearly every state. Furthermore, they have recently expanded their online banking service to reach everyone and make it easier to manage their accounts from anywhere.
I’ll review Citi Wealth Management Promotions below.
Citi Personal Wealth $5000 Brokerage Bonus
Open and enroll in a new eligible Citi Personal Wealth Management account and earn up to $5,000 bonus.
- Learn more about this offer.
- Account Type: Citi Personal Wealth Management Account
- Availability: Nationwide
- Credit Inquiry: Unknown
- Bonus Requirements: See below
- Closing Account Fee: None listed, check with CSR for more information
| J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
| M1 High-Yield Cash Account (4.25% APY) | WeBull (Free Stocks) |
The information for the Citi Personal Wealth Management has been collected independently by HustlerMoneyBlog. The product details on this page have not been reviewed or provided by the bank.
How To Earn Bonus
- Step 1: Contact a Financial Advisor to enroll a new or existing eligible Citi Personal Wealth Management account by 12/31/2024.
- Step 2: Fund a new or existing Citi Personal Wealth Management account with a minimum of $50,000 in New-to-Citi funds between 10/1/2024 – 12/31/2024.
- 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+ |
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Bottom Line
The current Citi Personal Wealth Management account is fantastic for those who are able to meet the tiered qualifying deposits.
With a wide range of features, benefits, and advantages, I recommend giving them a shot. They have top of the line technology and much more that will help you invest and make money.
In addition to Citi promotions, take advantage of other popular brokerage bonuses such as Ally Invest, J.P Morgan Self-Directed Investing, and TD Ameritrade.
*Compare Citi Promotions with other bank bonuses from banks like Huntington, HSBC, Chase, TD, Bank of America, Citi, and more!*
Bookmark this page and check back often for Citi Wealth Management promotions, bonuses, and offers.
I have 800000.00 in Citi Personal Wealth management Account
In case the brokerage firm goes under will I be covered or only 500000.00
Please let me know
vasu
I did almost the exact same promo as this one last year. beware as others stated, extremely hard to reach and the account opening(existing customer) took 2 weeks. they then stated that a 1099 would not be issued if the total was less than 600, mine was $500 in total for the year and to my surprise last week I got a 1099-misc with the 500 showing. the acat transfer also a PITA as once you jump through the massive ivr hoops to get to a rep they then email you a docusign to do the acat. had to do it twice
Nice bank
my experience also. i have been a citi customer for more than 40 years (checking, heloc, and many credit cards) and they still made me go through the Know Your Customer hoops and very little was online or automated. manual signatures on forms. fax us stuff. yuck. not worth the time or trouble.
As a follow-up to the message below, I finally gave up on Citi after waiting more than 4 weeks for them to transfer my existing account from Merrill Edge. I opened an account with Schwab and it took less than 24 hours for Schwab to begin an ACAT transfer and less than a week for the ACAT to completely process.
Citi Personal Wealth Management is a total clown show. Honestly, it is hard to believe that this brokerage is somehow affiliated with Citi, and nothing about the operation would lead you to believe that this is somehow an elite firm catering to high net worth clientele. There seem to be only two or three people working at Citi Personal Wealth Management: (1) some unidentified person who sends emails through the “CPWM Account” handle, (2) Victoria F., who interviews you over the phone and opens the account for you, and (3) Orlando G, who schedules onboarding calls with Victoria. Strangely, Victoria’s title, according to her email signature block, is “Client Service Associate” at “Mortgage Rapid Response.” Anything to do with mortgages sounds more like banking than investment management, but if Victoria is multitasking with mortgages at the same time as opening brokerage accounts, perhaps that explains why it takes more than four weeks to get a new account up and running.
Anyhow, the bottom line is that if it takes Citi weeks to open a brokerage account, I can’t imagine that any other functions are going to be completed with alacrity. I’ve never worked at a brokerage, but my hunch is that an outbound ACAT request requires some cooperation from the delivering broker; in other words, if you open an account at ETrade for example and ask ETrade to submit an ACAT request to Citi, Citi must do something affirmative to allow the assets to move over to ETrade. Assuming that is the case, it could take endless amounts of time to get your assets out of Citi if, as predicted, Citi sits on its hands for weeks.
Agree with the above, they are consistently slow. I was on hold for 50 minutes trying to open a new account to take advantage of the promotion, which expires tomorrow (12/31). When I finally got someone, they were polite, but said that they would not be able to open the Personal Wealth Management account for me in time to meet the promotion deadline, even though I already have checking and savings accounts with them. (In retrospect, those bank accounts were also much more difficult to open than all my other accounts.) For this promotion, I admit that I did cut it close: I called December 30th and promotion deadline is the 31st. The language of the promotion is: “Contact us to open and enroll in a new eligible Citi Personal Wealth Management account by 12/31/20.” Other people have complained of waiting forever for the account to open — I contacted them with a day to spare, but it sounds like they need at least a week to open the account. Call early and be prepared to wait both on the phone and for your account to open, if they offer the promotion again.
Terrible cust service; looooooooooooong hold times and far too many hoops to jump through. Use another brokerage, ANY other brokerage!
I started the process and have to agree with you. Part of the problem is that, for some reason, Citi requires you to provide all of your information to a representative over the phone instead of having you enter it online or type it into a form that you then fax or mail to them (i.e., the way that most brokers approach it).
It took Citi about a week to call me for the onboarding interview where I provided all of my information. A few days later, Citi sent me the forms to sign via DocuSign, but afterwards, the representative informed me that she had mistakenly prepared the incorrect form (I was opening an IRA and she filled out the form for a standard brokerage account). So Citi had to prepare a new form for me to DocuSign. I turn around all the forms immediately, but I am still two weeks into the process and I am not sure that the account has been opened; I do know that my assets have not been transferred to Citi yet via ACAT.
By way of comparison, it took less than 24 hours to open an account with ETrade and it took ETrade no more than 48 hours to process an ACAT transfer.
Google is your friend.
https://online.citi.com/JRS/CPWM/CPWMAccountFees.pdf
https://online.citi.com/JRS/CPWM/CPWMCommissions.pdf
As with most brokers, the more money/assets you place with Citi, the lower your fees will be. If you have $1M in assets with them, everything is free, including options trades (no ticket charge nor per-contract fee).
What are the fees associated with the CPWM (Citi Personal Wealth Management) account? (Most “wealth management” accounts have all kinds of fees attached to them). Any brokerage fees? Any “management fee” (e.g., based on the size of the account)??
One of the most difficult brokerage accounts to open. Having opened multiple brokerage accounts over the years, (Merrill Edge, TDAmeritrade, Ally, Chase YouInvest ) this has to be one of the worst experiences. People keep transferring me from one person to another. I’m 1-2 weeks into the process and still nothing.