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Citi Personal Wealth Management
Up to $5,000 Bonus
CALCULATE YOUR BONUS
Your Bonus:
$0
Effective APY:
0% APY
BONUS TIERS
| Minimum Amount | Maximum Amount | Bonus | Effective APY |
|---|---|---|---|
| $50,000 | $199,999 | $500 | |
| $200,000 | $499,999 | $1,000 | |
| $500,000 | $999,999 | $2,000 | |
| $1,000,000 | $1,999,999 | $3,000 | |
| $2,000,000 | No limit | $5,000 |
ℹ️ Key Details
Hold Period (minimum time to keep funds)
90 days
TERMS & RESTRICTIONS
- Must enroll in eDelivery of statements within 2 months of account opening.
- Funds must come from an external, non-Citi source ('New-to-Citi Funds'). Transfers of existing funds from a Citibank retail account do not qualify.
- Limit one bonus per customer.
- Citi Wealth Builder accounts are excluded from eligibility.
- Offer cannot be combined with any other offer.
NOTES
- [Source: DoC citi-wealth-management-up-to-3500-bonus, verified 2026-07-20] Up to $5,000. Extended to 9/30/26 (was 6/30/26). Renewed every quarter since 2020 — evergreen, treat as ongoing (no end_date).
- EVERGREEN + CHURNABLE: always extends each quarter. Reuse an old CPWM account — leave a few dollars in it, do a partial transfer out, then re-fund for the next bonus cycle.
- Tiers: $50k=$500, $200k=$1,000, $500k=$2,000, $1M=$3,000, $2M+=$5,000. 3-month hold. New-to-Citi funds only. Must enroll in eDelivery within 2 months.
- evergreen:true prevents auto-expiry — a scraped quarterly deadline will NOT set an end_date or archive this entry (fixed 2026-07-20 after 3 accidental expirations).
BONUS VS AMOUNT
SOURCE LINKS
Data originally sourced from Doctor of Credit and verified against official sources. · First published: June 12, 2026 · Last updated: July 20, 2026