Offer value details
Citi lists a Citi Self Invest National Cash Bonus Offer of up to $500 for eligible individuals who fund a new or existing Citi Self Invest account and complete the listed requirements.
Qualification requirements
Citi says eligible individuals must fund a new or existing Citigroup Global Markets Inc. Citi Self Invest account with at least $10,000 of New to Citi funds during the account funding period, stay enrolled in eDelivery of statements through the end of that period, and maintain the New to Citi funds through the maintain funds period. Listed tiers are $100 for $10,000-$49,999, $200 for $50,000-$199,999, and $500 for $200,000 or more.
Fees and costs
Citi describes Citi Self Invest as a self directed platform with commission free online trading for stocks, ETFs, and mutual funds, but says ETF and mutual fund investing can have management fees, leveraged and inverse ETF trading is excluded, other fees and restrictions may apply for fixed income liquidations, and margin borrowing carries risks.
Availability
The official offer terms say the cash bonus offer is available to individuals age 18 or older who fulfill the requirements. Citi also says the offer is limited to customers who are U.S. citizens or resident aliens who present a valid Form W-9.
What to verify
- Investing involves risk, including market losses; SIPC membership does not protect against investment losses.
- The bonus requires a multi-month funding and maintenance sequence, and withdrawals or transfers can reduce the eligible amount.
- Margin loans can magnify losses and may not be suitable for every investor.
Confirm current provider terms
Rates, rewards, fees, qualification rules, eligibility, and deadlines can change. Review the provider terms before applying.