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  1. 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.

  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. 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. Jul 31, 2024 · Citigold Private Client is tailored for wealthy individuals who need personalized banking and investment advice among other financial advantages. It requires a high minimum balance, but the rewards are significant. Benefits of the Citigold Private Client Program.

  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. Planning & Investing. Want to learn more about investing and wealth management with Citi Personal Wealth Management? Visit investing with Citi. Explore more of what Citigold has to offer. See More Benefits. Your Path to Relationship Tiers. Open, combine and link to meet minimum balance requirements. Grow Your Citi Relationship.

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  8. Feb 19, 2024 · If you’re in the market for a premium checking account, the most popular choices are the Priority account and Citigold account, but how do they compare? So, here we’ll present a Citi Priority Account vs Citigold account comparison to help you decide which is best for you.

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