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The minimum investment amount required to open and maintain a Citi Wealth Builder (CWB) managed account is $1,500.

Your Citi Wealth Builder account must be linked to one of your existing, individual Citibank Checking accounts in an eligible Citibank account package:
Eligible account packages include Citigold® (including Citigold Private Client), Citi Priority, Citibank®, and Basic Banking Account Packages. Take a look here for more details on package pricing requirements.

Citi Wealth Builder accounts are charged an annual fee (billed on a quarterly basis).

Your first CWB account can qualify for a 0% fee depending on the banking package and checking account linked to your Citi Wealth Builder account. Details regarding the applicable fee as a percentage of assets under management for your first CWB account and the fee for subsequent accounts are described in the Firm Brochure for Citi Wealth Builder and your investment management agreement and summarized in the following chart:

Citigold Account (including Citigold Private Client)

0.0%

CWB fee while linked to an eligible checking account within your Citigold® Account Package (including Citigold Private Client)

Citi Priority Account

0.0%

CWB fee while linked to an eligible checking account within your Citi Priority Account Package

All Other Account Packages

0.55%

A CWB fee of 0.55% of assets under management if linked to any other Citi Account Package.

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

• Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
• Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. TDD/TTY 1-800-788-6775.


Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting the fund advisor. Please read the prospectus carefully before investing.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

footnote 1  0% fee offer applies to only one Citi Wealth Builder (CWB) account per individual client subject to the terms of the CWB Managed Account Agreement and as described in the Firm Brochure (Part 2A of Form ADV).

All Citi Wealth Builder offers, fees and pricing terms, eligibility and qualifications are subject to change. See Firm Brochure (Part 2A of Form ADV) and your investment management agreement for program details. Citi Wealth Builder accounts are subject to approval by Citigroup Global Markets Inc.

All Citi Wealth Builder accounts require a link to a Citibank checking account in an eligible account package including Citigold®, Citi Priority, Citibank®, and Basic Banking Account packages. All banking accounts and packages are subject to Citibank approval. For the terms and conditions of Citibank accounts, bank packages and eligibility, see the Client Manual: Consumer Accounts and the Marketplace Addendum.

Citi and Invesco are not affiliated companies.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may by imposed by laws. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Citi Wealth Builder is a digital platform of Citi Personal Wealth Management offering educational information and an investment advisory product. See Firm Brochure (Part 2A of Form ADV) and your investment management agreement for program details. Citi Wealth Builder accounts are subject to approval by Citigroup Global Markets Inc. Citi Personal Wealth Management is a business of Citigroup Inc. Investment guidance, products, and services are offered through Citigroup Global Markets Inc. ("CGMI"), member SIPC. CGMI and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.