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    Services Tailored To Your Investment Needs.
Citi Personal Wealth Management can help you connect the pieces of your financial picture.

    Citi Personal Wealth Management

    At Citi Personal Wealth Management, we've designed our investment services around your needs—whether you prefer to manage your own investments or work with one of our Financial Advisors.

    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.

    Preferred Pricing

    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 1-877-357-3399.

    Find Citi Locations

    Find Citi Locations


    Retirement Planning

    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.

    You are viewing Rates and Terms & Conditions applicable to a state other than where you live. These Rates and Terms & Conditions may differ from those applicable to your state of residence and will not apply to new accounts you open online. When you open your new account online, Rates and Terms & Conditions will be determined by your state of residence.

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