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  1. Prioritize your goals into “needs, wants, and wishes”. You’ll be able to recognize the “must-haves” in your life and discover how to help make them happen. You can use Citi Wealth Advisor wherever and whenever it’s convenient for you, online or in person.

  2. Citigold is a distinctive banking proposition designed with special Wealth Management products and services to provide you with an exceptional banking experi...

    • 1 min
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    • Citi
  3. Jun 24, 2021 · With Citigold, you can buy and sell equities, ETFs, and bonds in a range of markets through a user-friendly e-Brokerage platform. You can also keep tabs on your local and overseas Citi banking relationships and investments using the Global View of Accounts feature.

    • Joumana Saad
  4. Sep 13, 2022 · 1. Connect with your Relationship Manager for advice on wealth management. When you start a Citigold relationship, you will receive full support from a team of experts led by your own Relationship Manager (RM). Your RM’s role is to help you maximize your wealth potential.

  5. New York – Citi announced today that it is introducing a new, fully digital financial planning solution called Citi Wealth Advisor to enable Citigold clients to work with their dedicated relationship team to create a financial plan that focuses on the goals that matter most.

  6. With the Citigold Relationship Tier, you’ll receive Citi Priority benefits plus premium banking benefits, including waived fees for online wire transfers, unlimited reimbursement of ATM fees at non-Citibank ATMs globally and more.

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  8. Jul 13, 2021 · New York – Citi today is introducing Citi Self Invest, a self-directed digital offering designed to provide clients across the wealth continuum with a seamless and dynamic experience to help them achieve their financial goals.

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