Citi Group Account Type

　　Citi Group offers a variety of account types for its clients, including:

• Traditional Brokerage Accounts: Clients can buy and sell securities online or with the help of a financial advisor.
• Managed Accounts: These portfolios are professionally managed to align with the client's specific financial goals. Investment products may include individual securities, mutual funds, and ETFs.
• Individual Retirement Accounts (IRAs): Clients can choose between traditional or Roth IRAs, each with distinct tax implications and benefits.
• Business Retirement Plans: Business owners can establish retirement plans for themselves and their employees, including 401(k) plans and pension accounts.
• Citi Self Invest: A self-directed account that allows clients to trade mutual funds, stocks, and ETFs with no commissions on trades.

　　Each account type has specific features and requirements, such as minimum balances and management fees. For instance, the Citi Priority Investing package requires a $30 monthly service fee, waived with a combined balance of $30,000. Meanwhile, Citigold requires a minimum balance of $200,000 and provides access to professional guidance and extensive research.

　　

Citi Group Broker Account Opening Process

　　To open a brokerage account with Citi Group, follow these steps:

• Visit Citi Online: Log into your Citi account and navigate to the "Investments and Deposits" section.
• Select Account Type: Choose the type of investment account you wish to open (e.g., brokerage, managed account).
• Complete the Application: Fill out the required information, including personal details and financial information.
• Review Terms: Acknowledge that you have read the information regarding investment products and confirm the account opening process.
• Submit Your Request: After submitting your application, your account will typically be opened within 3 working days.

　　Citi Group may require additional documentation to verify your identity and eligibility, especially for certain account types. Ensure you have your government-issued identification and any other necessary documents ready during the application process.