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  1. The big benefits for Chase Private Client are auto loan and mortgage discounts, as well as signup bonuses they sometimes offer (recently they were offering $2k to sign up for it, idk if they still are). Depends on whether those things move the needle for you.

  2. 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.

  3. Jul 31, 2024 · The Citigold Private Client program offers many benefits aimed at enhancing both personal and financial life. Highlights include: Travel Perks – Enjoy exclusive access to resorts worldwide, no foreign transaction or ATM fees, and up to $10,000 per day in emergency funds when abroad.

  4. Jan 5, 2024 · Under the program, the bank will track a customers combined average monthly balance and assign a relationship tier, automatically linking eligible deposit and investment accounts.

  5. Citigold promises private clients a lot more than just banking services, it includes off-shore and onshore banking solutions with a relationship manager based in UAE. They also offer wealth management solutions, preferential pricing on banking transactions and special cards.

  6. Feb 19, 2024 · But, bear in mind that as a Citigold Private Client, you will have access to exclusive customer support, so you could eliminate this potential red flag. The Citigold® Private Client benefits include 24/7 dedicated service, minimal fees and wealth planning. However, you'll need at least $1,000,000.

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  8. Aug 21, 2024 · If you'd like to get a premium checking account, the bank also offers relationship tiers: Citi Priority, Citigold® Checking Account, and the Citigold® Private Client Checking Account.