Citi Personal Wealth Management $3500 Bonus

Citibank : Personal Wealth Management
Bonus Amount
up to $3500
Account Type
Investment
Available In Your Area?
Yes
Offer Expires In
Bonus Requirements
  1. Contact Citi to open or enroll a new or existing eligible Citi Personal Wealth Management account
  2. Fund the Citi Personal Wealth Management account with New-to-Citi Funds within 2 months of account opening (deposit $50,000 for a $500 bonus, $200,000 for a $1,000 bonus, $500,000 for a $1,500 bonus, $1,000,000 for a $2,500 bonus and $2,000,000+ for the $3,500 bonus)
  3. Enroll into e-delivery of statements within 2 months of account opening.
  4. Maintain the new funding through the end of the next month (or 3 months after the month of account enrollment).
Other Details
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Monthly Fees?
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Earn up to $3,500 when you open or enroll a new or existing eligible Personal Wealth Management account with new-to-Citi funds.

This is a tiered bonus based on how much you deposit and maintain for the first 3 months.

There are 5 levels, starting with a $500 bonus for deposits $50,000 - $199,999 and going up to $3,500 for $2,000,000+.

How To Earn The Bonus

The Citi Personal Wealth Management promotion requires you to deposit and maintain a minimum balance in order to earn the $3500 bonus. Full requirements to receive this bonus are:

  1. Contact Citi to open or enroll a new or existing eligible Citi Personal Wealth Management account
  2. Fund the Citi Personal Wealth Management account with New-to-Citi Funds within 2 months of account opening (deposit $50,000 for a $500 bonus, $200,000 for a $1,000 bonus, $500,000 for a $1,500 bonus, $1,000,000 for a $2,500 bonus and $2,000,000+ for the $3,500 bonus)
  3. Enroll into e-delivery of statements within 2 months of account opening.
  4. Maintain the new funding through the end of the next month (or 3 months after the month of account enrollment).

The fine print

  • 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 enrolled in the promotion that has met the qualifying requirements stated in the offer based on the date the account was opened.

Why Citibank?

Citibank is headquarted in South Dakota and has about 700 physical locations in the U.S. (and another 1,800 overseas). They're best known for their credit cards, but they offer just about every product you'd expect from a big national bank – covering banking, lending, investing, and wealth management.

For their consumer banking, they offer a slight twist to the typical separation of checking and savings accounts, instead offering "banking packages" that include a checking account and a linked savings product, with a monthly service fee (waivable) that covers both.

Ultimately, there's certainly nothing to complain about with Citi, but there's also not much to really set them apart. They offer fewer physical branches than the other national brands, but the same low rates. What we like about Citi are the the consistent welcome bonuses, available nationwide.

Personal Wealth Management

A Citi Personal Wealth Management account provides access to a dedicated Financial Advisor for complimentary financial guidance and financial planning. You'll also receive access to their world-class investment platform and receive market perspectives from Citi’s global research and analyst teams.

Fees

Personal Wealth Management does not charge a monthly fee.