Citi® Personal Wealth Management $5000 Bonus

Citi® logo

Citi® : Personal Wealth Management

$5000

3.6

BankBonus.com score

Availability

Ease

Amount

Fees

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 $2,000 bonus, $1,000,000 for a $3,000 bonus and $2,000,000+ for the $5,000 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?

See Website

Open Online?

No

Credit Pull?

Unknown

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Apply Now

at Citi®

Earn up to $5,000 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. They've up the reward amounts for their upper tiers this go around.

There are 5 levels, starting with a $500 bonus for deposits $50,000 - $199,999 and going up to $5,000 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 $5000 bonus (step-by-step breakdown is listed above!).

As with any offer, don't forget to read the fine print before opening your new account. It's where the bank will clearly state who is eligible for the deal along with any nuances you'll want to be aware of.

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:

J.P. Morgan

Self-Directed Investing

Bonus
up to $700
Account Type
Investment
Expires In
53 days
Requires
  • Min Balance

M1

M1 Invest

Bonus
up to $500
Account Type
Investment
Expires In
218 days
Requires
  • Min Balance

Tradestation

Brokerage Account

Bonus
up to $3500
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 65,000+ ATMs worldwide. So you really never need to worry about getting access to your cash.

Citi 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

See Citi® website for more information regarding fees.

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

Share Your Thoughts or Questions

There have been 1 comment about the Citi® Personal Wealth Management $5000 Bonus.

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Nicholas

November 15, 2023

I like that they have different tiers available, but it's annoying that you have to contact them to get this bonus. I like more self service accounts, so I probably won't be taking advantage of this.

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