Citi Personal Wealth Management $3500 Bonus

Citi logo

Citi : Personal Wealth Management

up to $3500

Offer Expires In

How To Earn The Bonus

  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).

Available in Your Area?

Yes

Monthly Fees?

No

Open Online?

No

Credit Pull?

Unknown

Citi logo

Learn More

at Citi

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.

How does this investment offer from Citi compare?

To help you determine how this bonus stacks against the rest, here are some of the most popular offers available right now:

Axos

Self-Directed Trading

Bonus
$100
Account Type
Investment
Expires In
33 days
Requires
  • Min Balance

J.P. Morgan

Self-Directed Investing

Bonus
up to $625
Account Type
Investment
Expires In
47 days
Requires
  • Min Balance

Tradestation

Securities or Crypto Account

Bonus
up to $150
Account Type
Investment
Expires In
Limited Time
Requires
  • Min Balance

Why Citi?

Citi is headquartered in New York and has around 2,600 locations worldwide (about 1,000 of those are here in the U.S.) and over 72,000 fee-free ATMs. Plus, so you really never need to worry about getting access to your cash.

Citibank is 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.

What we really love about Citi is the consistent promotions, usually available nationwide. When you open a new account or credit card, Citi will very often give you bonus cash.

What's more, Citi promotions are often tiered. The low requirements make the offers accessible to most people, but even better, Citi will reward you big if you can meet the highest terms.

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.

The content on this page is accurate as of the posting date; however, some of the offers mentioned may have expired or changed.