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.
Open a Personal Wealth Management account before the bonus expires on March 31, 2025
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
- 23 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.
Learn more in our Citi® review
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.
Apply now for a Personal Wealth Management account to earn the $5000 bonus offer
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 2 comments about the Citi® Personal Wealth Management $5000 Bonus.
Nicholas
November 15, 2023I 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.
ReplyReply to Nicholas
Citi account holder
6 days ago Replying to NicholasWe love these offers. We have been fortunate to get them several times in the last couple years as we moved more accounts to streamline our tracking. I will need to ask them as I recently deposited money to my IRA from a solo K. Account already existed with sizeable amount of money in it. I need to purchase a new investment product not issued by Citi and will need to do a transfer of art of the "old" funds. I need to find out if taking any money out in first 3 months after recent deposit of solo K money will void my new bonus or as long as the account is large enough, will the credit still be earned at the appropriate time. I think I am right and okay with this but do not want to blow up my bonus
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