What makes this brokerage offer different
This brokerage offer is best compared by matching the deposit tier to the amount you can keep invested through the hold period.
Brokerage
Citi Wealth Management Bonus — Up to $5,000
Sign up for Citi Wealth Management Bonus and earn up to $5,000 in bonus rewards.
Bonus Tiers
| Deposit | Bonus |
|---|---|
| $50,000 | $500 |
| $200,000 | $1,000 |
| $500,000 | $2,000 |
| $1,000,000 | $3,000 |
| $2,000,000+ | $5,000 |
Hold Period
3 months after month of account enrollment
Qualifying Period
Within 2 months of account opening
Requirements
- ✓Minimum $50,000 deposit of New-to-Citi funds
- ✓Enroll or maintain enrollment in eDelivery of statements
- ✓Contact a Financial Advisor to enroll in new or existing eligible account
- ✓Maintain qualifying funds for hold period
Restrictions
- ⚠New customers only
- ⚠Limit one bonus per customer
- ⚠New-to-Citi funds only
- ⚠Must enroll in eDelivery of statements
- ⚠Certain account types excluded (corporate, trust, retirement plans other than IRAs/SEPs, robo-advisory, insurance)
Fees
- $0 account fee
- If multiple accounts opened or funded, offer applies to account with highest balance
- Distributions, interest, and dividends from investments do not count toward bonus
- Market fluctuation will not impact bonus eligibility
- Cannot be combined with any other offer
Offer expires September 29, 2026
Last updated July 27, 2026
Saved source PDFs
Jul 27, 2026
How to evaluate Citi Wealth Management Bonus
Before transferring assets, compare the bonus tier against the deposit amount, required hold period, transfer fees, and whether IRA or taxable accounts qualify.
Qualification checklist
Timing
- Qualifying period
- Within 2 months of account opening
- Hold period
- 3 months after month of account enrollment
How to qualify
- Minimum $50,000 deposit of New-to-Citi funds
- Enroll or maintain enrollment in eDelivery of statements
- Contact a Financial Advisor to enroll in new or existing eligible account
- Maintain qualifying funds for hold period
Common pitfalls
- New customers only
- Limit one bonus per customer
- New-to-Citi funds only
- Must enroll in eDelivery of statements
What makes this offer different
Bonus value versus similar offers
The sign-up bonus is below the current nearby $7,500 median, so the requirements and any referral or portal stack matter more.
Requirement clarity
Credolix has extracted 4 requirements for this offer, so compare the bonus against the actual steps rather than the headline payout alone.
Frequently Asked Questions
When does Citi Wealth Management Bonus expire?
Citi Wealth Management Bonus expires on September 29, 2026.
How long do I have to qualify for Citi Wealth Management Bonus?
The qualifying period listed for Citi Wealth Management Bonus is Within 2 months of account opening.
How long do I need to keep funds or the account for Citi Wealth Management Bonus?
The hold period listed for Citi Wealth Management Bonus is 3 months after month of account enrollment.
