Select Your Residential State
Please select your state
There are some errors on this page.
  • Please enter your state.
  • Product offerings may differ among geographic locations. By selecting your state of residence, you'll be shown the specific terms and rates that will apply to your new account.

    Please note: If you choose to cancel this process, you may be redirected to a page other than the one you requested.

    Investing. A choice of investment offerings

    Citi Personal Wealth Management

    At Citi Personal Wealth Management, we believe in putting our clients first. That's why we've designed our investment services to better revolve around your needs—whether you prefer to manage your own investments or work with one of our Financial Advisors.

    Invest On Your Own

    If you prefer to manage your own investments, you'll get the convenience of investing over the internet at Citibank® Online, as well as the ability to invest in a broad range of investments1 and professional advice at the ready...whenever you need it.

    Learn More

    Invest with a Financial Advisor

    Benefit from the experience of a dedicated Financial Advisor and receive professional advice, customized service and access to Citi's global resources, including Citi Clarity®, our 5-step process to creating your financial strategy.

    Learn More

    Preferred Pricing

    Your combined balances can help you get reduced or waived fees across your banking, investing and credit card relationships. Plus, receive discounted rates or mortgages and home equity lines of credit.


    Link your Citi Personal Wealth Management investment account with your Citibank bank account and enjoy anytime access and management of your entire relationship with Citi through the internet with Citibank® Online and at ATMs.


    Speak to an advisor in one of our branches or call 1-877-357-3399.

    Find Citi Locations

    Find a Branch Near You

    Retirement Planning Center

    Chances are you've got some big ideas about how you'd like to spend your retirement. That's why Citi is committed to helping you plan and save wisely.

    Visit the Retirement Planning Center


      Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. ("CGMI"), member SIPC. Insurance is offered through Citigroup Life Agency LLC ("CLA"). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc. Citi, Citi with Arc Design and Citi Clarity are registered service marks of Citigroup Inc. or its affiliates, and are used and registered throughout the world. Accounts carried by Pershing LLC, member FINRA, NYSE, SIPC.

    1. The following products are able to be serviced by the National Investor Center: Exchange Traded Funds, Mutual Funds, Bonds, Equities, Options, 529 Plans and select Investment Advisory products. We will provide buy recommendations only on the following products: ETFs, Mutual Funds and High Quality Bonds (US Government Bonds, US Agency Bonds, High Grade Municipal Bonds and High Grade Corporate Bonds). We will make sell recommendations on your existing positions only in the context of a portfolio review.