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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. Dec 5, 2020 · The options I'm considering: (a) Open a Citi Wealth Management account, which counts towards Priority/Citigold qualification and offers free ETF trades. I could park $50k in there and buy an ETF that doesn't overlap with my external investment accounts (for tax loss harvesting, avoiding wash sales).

  3. Jul 31, 2024 · Citigold Private Client review, requirements, benefits, managed brokerage account minimum, financial advisor investment fees schedule. Citigold Private Client is a top-tier banking service that offers many benefits.

  4. 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?

  5. Sep 5, 2024 · Citigold Private Client review: fees, minimums, requirements, investing and banking services. Citigold Private Client Review Highlights • Citigroup has a private bank called Citigold Private Client. • Entry into Citigold Private Client requires $1 million in assets.

  6. #1. Citigold or Private Client Experience? Today, 06:03 PM. Does anyone have any experience? It is offering $2500 to open account and $200-$400 annually on subscriptions like Amazon and Costco. Global Entry fee is also reimbursed annually instead of every few years like credit card. Is the banking service good?

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  8. Chase Private Client and Citigold both offer comprehensive wealth management programs that cater to high net worth individuals seeking personalized banking, investment, and financial planning services.

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