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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.
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.
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.
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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.