Brokerage Bonus: Citibank: Transfer Mutual Funds & Earn Up to $5,000 — Act by Sept 30

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 September 30.

• Maintain the transferred funds through December 31 to qualify.

💵 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 September 30
   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 December 31
   Do not withdraw or transfer these funds until at least December 31. This is required to secure the bonus.

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.

⚠️ 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 September 30.

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. Simply transfer by the September 30 deadline, maintain the funds through December 31, and claim your bonus.

Act fast — deadlines are strict, and this promotion won’t be available after September 30, 2025.