With mutual funds, you benefit from greater diversification and professional management. Through Wealth Management Connect, we offer a wide range of mutual funds with different regions and asset classes. You can invest in mutual funds powered by top international asset managers and diversify your investment with a variety of different asset classes such as stocks, bonds and other securities.
Simply log in to Citibank Online or the Citi Mobile® App to buy mutual funds in a few clicks anytime, anywhere. You can easily check your investment holdings, returns and transaction records from the past 24 months at a glance. The subscription fee is only 1.5% for any amount you invest, with no monthly service fees or redemption fees.
Considering what mutual funds to invest in? Just search and browse the mutual funds’ information via "Morningstar Fund Search“:
Click here to learn more about all available funds from Citibank (including those that are not eligible for Wealth Management Connect).
^ Note: Certificates of deposit are not included in the above bond list, please visit Citi Mobile® App for details or contact your relationship manager.