Citi Self Invest Account Type

Citi Self Invest offers a variety of brokerage account types tailored to meet different investment needs. The primary account types include traditional brokerage accounts, managed accounts, and retirement accounts such as IRAs. Each type provides unique features:

• Traditional Brokerage Accounts: Ideal for self-directed investors, these accounts allow you to buy and sell securities online, giving you full control over your investments.
• Managed Accounts: These accounts are professionally managed and tailored to your specific financial goals, with options to either let a financial advisor make selections or to choose investments yourself with guidance.
• Retirement Accounts (IRAs): These accounts help you save and invest for retirement, with options such as Traditional IRAs and Roth IRAs, each offering distinct tax advantages.

Citi Self Invest Broker Account Opening Process

Opening a Citi Self Invest brokerage account is a straightforward process that can be completed online. Here are the steps involved:

• Eligibility: Ensure you have an eligible individual Citibank checking or savings account or an eligible Citi card account with digital access.
• Account Registration: Visit the Citi Self Invest website and request to open a new brokerage account. You can register for a trade account directly on the website.
• Funding Your Account: Fund your new or existing Citi Self Invest account with a minimum of $10,000 in new-to-Citi funds. This can be done via standard transfer methods such as ACH transfer, wire transfer, or check from non-Citi banks.
• Account Maintenance: Maintain the new-to-Citi funds in your account through the specified holding period to qualify for any promotional bonuses.
• Confirmation and Activation: After completing the registration and funding process, you will receive confirmation, and your account will be activated for trading.

For more details, you can visit the Citi Self Invest website: Citi Self Invest.