Brokerage Bonus: Citibank: Transfer Mutual Funds & Earn Up to $5,000 — Act by Dec 31

Looking for a way to get extra value from your investments? Citi’s brokerage via Citi Personal Wealth Management (CPWM) has a limited‑time bonus offer where you can earn up to $5,000 — and yes, mutual funds transfers count, not just cash.

🔍 What’s the Deal?

• You must register with the Citi CPWM offer here: Citi CPWM Bonus Offer

• You need to transfer funds (cash, stocks or mutual funds) from non‑Citi accounts — i.e., “new money” or securities that aren’t already with Citi.

• Transfer deadline: by December 31st.

• Maintain the transferred funds through the end of the 4th month after transfer. Funds transferred in October must be maintained through January 2026, funds in November through February 2026 and funds in December through March 2026.

💵 Bonus Tiers (Based on Amount Transferred)

• Transfer $50,000 – $199,999 to Citi: Earn a bonus of $500.

• Transfer $200,000 – $499,999 to Citi: Earn a bonus of $1,000.

• Transfer $500,000 – $999,999 to Citi: Earn a bonus of $2,000.

• Transfer $1,000,000 – $1,999,999 to Citi: Earn a bonus of $3,000.

• Transfer $2,000,000 or more to Citi: Earn a bonus of $5,000.

(These values are based on Citi’s public CPWM offer. Confirm official details on their website before transferring.)

✅ Step-by-Step Guide to Claim Your Bonus

1. Register for the Offer
   Go to the official Citi CPWM Bonus page and complete the registration form to ensure your account is linked to this promotion.

2. Open an Eligible CPWM Account
   If you don’t already have a Citi Personal Wealth Management account, open one that qualifies for this offer.

3. Transfer Funds by Decmeber 31st
   Move eligible cash or mutual funds from another brokerage into your new Citi CPWM account. The total amount you transfer will determine your bonus tier.

4. Maintain Funds through 3rd month after month of transfer

5. Verify Eligibility and Bonus
   After December 31, confirm that your funds remained in the account and that you meet all criteria. Citi will then credit your account with the bonus according to your transfer amount and schedule.

⚠️ Important Details / Conditions

• The funds must be “new to Citi” (not already held at Citi).

• Account types or certain securities may be excluded. Some mutual funds are proprietary, such as the zero fee funds from Fidelity and can't be transferred.

• Bonus is taxable income; consult a tax advisor if needed.

• Registration and fund transfers must be completed before or on December 31st 2025.

If you have mutual funds or assets sitting idle at another brokerage, this Citi CPWM promotion is an excellent opportunity to earn $500–$5,000 bonus with minimal effort.

Act fast — deadlines are strict, and this promotion won’t be available after December 31st, 2025.

I am currently working on another brokerage transfer, but plan on completing this citibank transfer in December.

Disclaimer: This content is for informational purposes only and does not constitute financial advice. Offers are subject to change. Please review the full terms and conditions on the official Citibank website before participating.