Take the guesswork out of investing with Citi Wealth Builder Plus, a guided investment program that provides robo investing plus access to our team of experienced financial advisors. Tell us about yourself and your preferences, then sit back while your investments are managed to help you meet your goals.
The Best of Both Worlds
A Citi Wealth Builder Plus account combines the ease of automated investing with a professionally managed portfolio. Whether you’re planning for retirement, a home purchase, higher education, or something else, we’ll help you put together an investment strategy that’s aligned to your needs.
-
Automated monitoring and portfolio rebalancing
-
Access to knowledgeable advisors with investment advice and support
| Robo Investing | Professional Financial Guidance |
|---|---|
|
Feel relaxed and assured that you can easily view your portfolio, monitor its performance, and enjoy automated portfolio rebalancing with robo investing. Our investment portfolios, strategies, and models are crafted by Citi Investment Management (CIM), a global investment organization that has been in existence since 1935 and provides dedicated guidance exclusively to Citi Wealth clients. Their support enables you to invest with confidence using their exclusive strategies, data-driven portfolios, and decades of investment experience. And when needed, leverage our team of Wealth Solution Advisors to facilitate changes on investments. |
Citi’s Wealth Solution Advisors will help you build a goals-based financial plan which identifies your current financial circumstances, your monetary goals, and the strategies to use to achieve those goals. Our financial professionals can also help you with:
|
Robo Investing
Feel relaxed and assured that you can easily view your portfolio, monitor its performance, and enjoy automated portfolio rebalancing with robo investing.
Our investment portfolios, strategies, and models are crafted by Citi Investment Management (CIM), a global investment organization that has been in existence since 1935 and provides dedicated guidance exclusively to Citi Wealth clients. Their support enables you to invest with confidence using their exclusive strategies, data-driven portfolios, and decades of investment experience.
And when needed, leverage our team of Wealth Solution Advisors to facilitate changes on investments.
Professional Financial Guidance
Citi’s Wealth Solution Advisors will help you build a goals-based financial plan which identifies your current financial circumstances, your monetary goals, and the strategies to use to achieve those goals. Our financial professionals can also help you with:
- Facilitating changes on your account
- Creating a financial plan
- Ensuring your investment strategy aligns with your financial goals
- Understanding performance
Finding the Right Investments for You
Citi uses a proprietary customer assessment to determine the strategy that best matches your investment profile.
-
First, we’ll ask you about your risk tolerance, time horizon, and investment goals.
-
We’ll recommend the portfolio solution based on your investment needs. Our portfolios are constructed using third-party mutual funds and ETFs. This means we can identify and use funds in your portfolio. You’ll also have access to tax sensitive funds as well as index tracking, active and passive management, and sustainably focused management.
-
Before opening and funding your account, you’ll have the opportunity to review your matched portfolio and make any necessary changes before continuing.
-
Once your account is open, your portfolio will be regularly monitored and, when needed, automatically rebalanced by our team of professionals.
-
Tap into the experience of our team of Wealth Solution Advisors who can guide you, help you prioritize your goals, and let you know if you’re on the right track to reach them. They’ll also set up annual reviews to check in on your progress. Think of them as a “therapist” for your investments.
Getting Started
To take advantage of Citi Wealth Builder Plus, you must meet the following initial requirements:
| Eligible Account | Citizenship & Age | Account Minimum |
|---|---|---|
| Have an eligible Citibank individual or joint checking, savings or money market account with digital access through citi.com, without an existing Citi Financial Advisor or Relationship Manager |
Be a US citizen or Resident Alien with a Social Security Number or
Individual Taxpayer Identification Number and a legal mailing address in
the US
Meet the legal minimum age based on your US state of residence |
An account minimum of $25,000 is required and you must complete an initial consultation with a Citi Wealth Builder Plus Wealth Solution Advisor before you can begin investing. |
There is an annual fee of 0.60% on Citi Wealth Builder Plus
accounts,
which, on an
investment of $25,000, is $150 per year.
Open a Citi Wealth Builder Plus
account or call us at
855-642-2384 for more information.
For TTY, we accept 711
or other Relay Service.
Eligible Account
Have an eligible Citibank individual or joint checking, savings or money market account with digital access through citi.com without an existing Citi Financial Advisor or Relationship Manager
Citizenship & Age
Be a US citizen or Resident Alien with a Social Security Number or Individual Taxpayer Identification Number and a legal mailing address in the US
Meet the legal minimum age based on your US state of residence
Account Minimum
An account minimum of $25,000 is required and you must complete an initial consultation with a Citi Wealth Builder Plus Wealth Solution Advisor before you can begin investing.
There is an annual fee of 0.60% on Citi Wealth Builder Plus
accounts,
which, on an
investment of $25,000, is $150 per year.
Open a Citi Wealth Builder Plus
account or call us at
855-642-2384 for more information.
For TTY, we accept 711
or other Relay Service.