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 $5000 bonus with a Personal Wealth Management account.
Update 4/2/25: The offer has been extended through 6/30/25.
About Citi Promotions
Citi 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.
Citi Personal Wealth $5000 Brokerage Bonus
Open and enroll in a new eligible Citi Personal Wealth Management account and earn up to $5,000 bonus.
- Learn more about this offer.
- Account Type: Citi Personal Wealth Management Account
- Availability: Nationwide
- Credit Inquiry: Unknown
- Bonus Requirements: See below
- Closing Account Fee: None listed, check with CSR for more information
(Expires 06/30/2025)
| J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($150 Cash) |
| M1 High-Yield Cash Account (4.00% APY) | E*TRADE (Up to $6,000 Cash) |
| WeBull (Free Stocks) | |
The information for the Citi Personal Wealth Management has been collected independently by HustlerMoneyBlog. The product details on this page have not been reviewed or provided by the bank.
How To Earn Bonus
- Step 1: Contact a Financial Advisor to enroll a new or existing eligible Citi Personal Wealth Management account by 6/30/2025.
- Step 2: Fund a new or existing Citi Personal Wealth Management account with a minimum of $50,000 in New-to-Citi funds between 4/1/2025 – 6/30/2025.
- Step 3: Enroll or maintain enrollment in eDelivery of statements through the Account Funding Period deadline shown in the Terms and Conditions.
- Step 4: Maintain the New-to-Citi funds in your account through the Maintain Funds deadline shown in the Terms and Conditions.
| Cash Bonus | New-To-Citi Funding |
| $500 | $50,000 – $199,999 |
| $1,000 | $200,000 – $499,999 |
| $2,000 | $500,000 – $999,999 |
| $3,000 | $1,000,000 – $1,999,999 |
| $5,000 | $2,000,000+ |
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Bottom Line
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.
In addition to Citi promotions, take advantage of other popular brokerage bonuses such as Ally Invest, J.P Morgan Self-Directed Investing, and TD Ameritrade.
*Compare Citi Promotions with other bank bonuses from banks like Huntington, HSBC, Chase, TD, Bank of America, Citi, and more!*
Bookmark this page and check back often for Citi Wealth Management promotions, bonuses, and offers.