Citi Personal Wealth Management
Invest On Your Own
If you prefer to manage your own investments, you'll get the convenience of investing over the internet at Citibank® Online, as well as the ability to invest in a broad range of investmentsFootnote 1 and professional advice at the ready…whenever you need it.Learn More about managing your own Citi portfolio
Invest with a Financial Advisor
Benefit from the experience of a dedicated Financial Advisor and receive professional advice, customized service and access to Citi's global resources, including Citi Clarity®, our 5-step process to creating your financial strategy.Learn More about investing with a Citi advisor.
Your combined balances can help you get reduced or waived fees across your banking, investing and credit card relationships. Plus, receive discounted rates or mortgages and home equity lines of credit.
Link your Citi Personal Wealth Management investment account with your Citibank bank account and enjoy anytime access and management of your entire relationship with Citi through the internet with Citibank® Online and at ATMs.
Speak to an advisor in one of our branches or call
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Chances are you've got some big ideas about how you'd like to spend your retirement. That's why Citi is committed to helping you plan and save wisely.