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 $3,500 bonus with a Personal Wealth Management account.
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About Citibank Promotions
Citibank 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.
|Ally Invest||Up to $3,500 Cash & free trades||Review|
|E*TRADE||$0 Commissions for online |
stock, ETF, & options trades
|WeBull||Free Stock & free trades||Review|
Citi Personal Wealth $3,500 Brokerage Bonus
Open and enroll in a new eligible Citi Personal Wealth Management account by December 31, 2020, and earn up to a $3,500 bonus.
- Account Type: Citi Personal Wealth Management Account
- Availability: Nationwide
- Expiration Date: 12/31/2020
- Hard Inquiry: None listed
- Bonus Requirements: See below
- Closing Account Fee: None listed, check with CSR for more information
(Expires on December 31, 2020)
How To Earn The Brokerage Bonus
- Contact us to open and enroll in a new eligible Citi Personal Wealth Management account by 12/31/2020.
- Fund the Citi Personal Wealth Management account with New-to-Citibank Funds within 2 months of account opening.
- Enroll the new Citi Personal Wealth Management Account into the e-delivery of statements within 2 months of account opening.
- Maintain the new funding through the end of the next month (or 3 months after the month of account enrollment).
|New-to-Citi Funding||Cash Bonus|
- Collaborate with a dedicated Citi Personal Wealth Management Financial Advisor for complimentary financial guidance and a financial plan
- Access to a world class investment platform
- Receive market perspectives from Citi’s global research and analyst teams
- Enjoy low cost trading for exchange-traded funds (ETFs) and equities online or Citi® Mobile App
- Offer valid for clients who are 18 years or older who fund a new individual or joint Citi Personal Wealth Management account between October 1, 2020 and December 31, 2020.
- To qualify, the entire amount of cash or securities to fund the account must be “New-To-Citi” and cannot be combined with existing balances from any other Citibank retail or Citi investment accounts.
- Limit one bonus per customer.
- If multiple accounts are opened or funded by a customer, the offer will apply to the eligible account with the highest balance.
- Multiple account balances in the name of the same beneficial owner will not be aggregated for purposes of this offer, except if one account is a non-managed brokerage account and the other account is a managed account, in which case the eligible funding from these two accounts may be aggregated for bonus qualification purposes.
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.
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Bookmark this page and check back often for Citi Wealth Management promotions, bonuses, and offers.