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  1. Oct 7, 2023 · Pros: Unlike M1 or public.com, Citi is too big to fail. Their brokerage transfer bonus is better than Fidelity and Schwab. Cons: Low tech, and potential poor customer service. If I enrol in the Gold tier, I get an annual subscription rebates of $200, and up to $400 for the private client tier.

  2. Citi Wealth Builder: Help keep your financial goals on track with our low cost robo advisor investing platform with professionally managed portfolios. Citi Self Invest: Take control of your investments with unlimited trades and $0 commissions using our self-directed trading platform.

  3. Any recommendations to move to Citigold or Chase Private to get the benefits - priority banking, no foreign conversion fees, statement credits, etc? Are their trading platforms getting better? Any other bank that I should consider?

  4. Is it worth the extra $800k? Or should I just open an account somewhere else and get te benefits there. I do my own investments.

  5. Citibank is offering ~$1k promo for their no-fee self-directed brokerage at Citi Wealth Management. I’ve been banking with them for years, and moving these Vanguard ETFs would allow me to reach Citigold status, which has a few perks I like: maximize ThankYou points, fee waivers, etc.

  6. With Citigold Private Client's Premier Investing Services, you can access a collection of investment opportunities, products, services, resources, and insights. Citi has extensive investment reach across global markets, while also providing opportunities for individualized customization.

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  8. Citi Personal Wealth Management is the financial advisory arm of Citi (a SmartAsset advertising partner), a global financial services company and bank. It is a subsidiary of Citigroup Global Markets Inc., which is itself a subsidiary of Citigroup Inc., a publicly held company.

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  2. bestmoney.com has been visited by 100K+ users in the past month

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