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Citi unveils Citi Self Invest, a self-directed investment offering

By Pavithra R

July 14, 2021

  • America
  • Citi
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Citi unveils Citi Self Invest, a self-directed investment offering Citi, the leading global bank, has introduced Citi Self Invest, a self-directed digital offering designed to provide clients across the wealth continuum with a seamless and dynamic experience empowering them to achieve their financial goals.

Citi Self Invest offers clients the ability to make no-cost self-directed investments in equities and ETFs with no-fee trades and no-account minimums while providing educational resources to learn more about investing and personal finance. Once the account is open, clients can trade and manage accounts anytime and anywhere using the Citi Mobile App, with live support 24/7.

“We’re thrilled to include Citi Self Invest as part of our commitment to providing our clients with the products and services needed to achieve their financial goals. Citi Self Invest is one more way that we’re delivering a complete spectrum of investment experiences, ranging from award-winning banking services to industry-leading advice from our Financial Advisors – to providing our clients with the ability to make investment decisions in the palms of their hands,” said David Poole, head of Citi U.S. Consumer Wealth Management.

The introduction of Citi Self Invest follows various other offerings, tools and digital enhancements that Citi has brought forward in the U.S., including:

  • Citi Wealth Builder, an easy-to-use, low-cost digital investing offering with professionally managed portfolios to help new and existing customers meet financial goals
  • Citi Wealth Advisor, a digital wealth planning tool that provides Citigold clients with personalized financial roadmaps to grow their wealth
  • Citigold Private Client (CPC), a value proposition available to clients with $1 mn or more in deposits and investments that provide an expanded set of benefits and a deeper planning capabilities for more complex needs such as charitable giving strategies and advanced estate planning
  • A nationwide Citigold Subscription Rebate program that offers Citigold clients $200 worth of annual rebates and CPC clients with rebates up to $400 for use with popular online services and shopping and entertainment subscriptions available.

“This is one more exciting way that we’re serving our clients all the way through the wealth continuum. We’re making it easy and convenient – and this is just the beginning,” said Jim O’Donnell, head of Citi Global Wealth.

Established in 1812, Citi, the leading global bank, has approximately 200 mn customer accounts and does business in more than 160 countries and jurisdictions. The bank provides consumers, corporations, governments and institutions with a range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi Self Invest will expand in the coming months to provide access to additional types of investments, including mutual funds.

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