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Discover Citibank’s world-class investment products

Discover Citibank’s world-class investment products

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“:

Stock Trading

Citibank
Fund Choices for GBA Wealth Management Connect Scheme

Learn More

Click here to learn more about all available funds from Citibank (including those that are not eligible for Wealth Management Connect).

How to invest in mutual funds
with Citi Mobile® App / Citibank Online?

Citi Mobile® App Citibank online


Buy Mutual Funds

1
Login to the Citi Mobile® App, In the “Wealth” section, tap the “Mutual Funds” icon. Select “Fund Explorer” to explore mutual fund DIY trading
2
Tap on “Fund Explorer” to explore mutual fund DIY trading by yourself and select the fund you want to subscribe
3
Enter the amount you wish to invest
4
Review the transaction details and click “Confirm”
5
You have invested




Sell Mutual Funds

1
Log in to the Citi Mobile® App, enter the mutual fund trading platform and select the fund you wish to sell
2
Enter the amount you wish to sell
3
Review the transaction details and click Confirm
4
You have sold the fund




Buy Mutual Funds

1
Log in to your Citibank online account, click “Wealth Management”, select “Mutual Fund” and click “Trade Now”
2
Select Transaction Type “Buy” and click “Continue”, then click to access Morningstar Fund Search to view funds available for subscription. Copy and paste the ISIN code of the fund you would like to subscribe to, then click “Search” and “Continue”
3
Input the “Transaction Amount”, read and accept the terms and conditions, and click “Continue”
4
Verify the transaction details and click “Submit”
5
You have completed the transaction




Sell Mutual Funds

1
Log in to your Citibank online account, click “Wealth Management”, select “Mutual Fund” and click “Trade Now”
2
Select Transaction Type “Sell” and click “Continue”, select the fund you wish to sell, and click “Continue”
3
Enter the amount you wish to sell and click “Continue”
4
Review the transaction details and click “Submit”
5
You have sold the fund


Bonds & Certificates of Deposit

Bonds/ Certificates of Deposit (CDs) offer steady income through regular interest payments. To help you achieve your financial goals, Citibank offers a wide range of bonds and certificate of deposit that suit different risk profiles and investment strategies.

Bonds
  • Diversify and strengthen your portfolio with global bonds
  • Enjoy stable interest income and potential wealth appreciation
  • Invest in bonds from various issuers, with different maturity dates and in different currencies to meet your needs
If you are interested in bonds, please contact your relationship manager.

Certificates of Deposit (CDs)
  • Tenor as short as 3 months
  • Relatively low risk. Selected issuers with high credit quality
You can browse the list of available CDs in via Citi Mobile® App. Click here for more details.

Important Note: Bonds and Certificates of Deposit are investment products, and they are not equivalent to a time deposit. Certificate of deposit is not a protected deposit and is not protected by the Deposit Protection Scheme in Hong Kong.
Premium Account

Citibank
Bonds Choices for GBA Wealth Management Connect Scheme

Learn More

Click here to learn more about all available bonds 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.

Foreign Exchange Trading

Foreign Exchange Trading helps diversify risks while allowing you to maintain more capital liquidity. Explore FX opportunities with currencies that include AUD, CAD, CHF, EUR, GBP, HKD, JPY, NZD, RMB, SGD and USD.

Call Deposits and Time Deposits

Deposits let you retain flexibility with different currencies. With time deposits available in leading currencies that range from 1 week to 12 months, you can earn higher interest on your deposits.