Investment

Two innovative ways to make investments in your future

With Citi Wealth Builder, you can affordably access a number of expertly crafted portfolios. Or upgrade to Citi Wealth Builder Plus to get more advice and assistance from a group of financial advisors.

Guided Investing with Citi Wealth Builder

Portfolios to Suit Every Investor

Based on your investment preferences and personal goals, we will match you with a portfolio built by Citi Investment Management.

Professionally Managed at Low Cost

With yearly fees as low as 0.25%, we provide a variety of investment portfolios from Citi Investment Management.

Rebalancing When Needed

To assist you in staying on course, your portfolio is tracked and automatically rebalanced.

Personalized Advice

A financial advisor can assist you in developing a financial strategy and reviewing your investment objectives.

Choose What Works for You

In need of a reliable financial advisor’s assistance? Utilize Citi Wealth Builder Plus to obtain it.

Access automated investing with professionally created portfolios.

Investment strategy matched to your goals
Automatic portfolio rebalancing
24/7 digital access
Access to a team of Financial Advisors
Create a free financial plan
Account minimum
15 - Portfolios available
Annual fee - 0.25%

Access automated investing and get help from a trusted Financial Advisor.

Investment strategy matched to your goals
Automatic portfolio rebalancing
24/7 digital access
Access to a team of Financial Advisors
Create a free financial plan
Account minimum - $25,000
25 - Portfolios available
Annual fee - 0.60%

NEW

How Guided Investing Works

Answer a few questions

We’d like to know more about you. Tell us about your risk tolerance, time horizon and investment goals.

Choose an investment strategy

You’ll be able to review your matched portfolio before opening and funding your Citi Wealth Builder account.

Sit back and relax

We’ll make sure your portfolio is regularly monitored and rebalanced to adjust to life’s changes.

Access professional investment advice

Tap into the experience of our Financial Advisors, enhancing the ease of automated investing with personalized support.

How to apply

Prepare your documents

Get the documents you need before you visit the branch.

What to Bring>

Visit a branch

Complete an application with us by visiting your nearest Citibank branch.

Locate a Branch>

Still have questions?

Call our customer service specialists