Start investing with Citi
Exchange Traded Fund (ETF) enables you to invest in a portfolio comprising a combination of different asset classes while enjoying the flexibility of trading as stock. New to Citi? Open an account now in only 10 minutes! You can either open a Citigold account with investment account, or a Citi Plus account digitally in just a few simple steps. Then sit back and enjoy the convenience of trading digitally, plus get fabulous offers.
Join Citigold to enjoy up to $48,800 cash rebate
Join Citi Plus to enjoy over HK$10,000 in rewards
• Provides deeper understanding, wider choice and higher status wealth management solutions for all your wealth needs
• Partner with Citi | Wharton Global Wealth Institute to offer next generation learning experiences with a top-notch university
• Open an account in 10 minutes
• All-in-one mobile banking to manage your funds
• Support your saving, investment and spending needs at your fingertips
• Open an account in 10 minutes
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Logon to Citi Mobile® App, tap "Wealth" -
Select "Securities" and tap "Open now" -
After authentication, you will start the stock account opening process, tap "Get Started" -
Answer to confirm related disclosure -
Choose the account (HK Securities/ China Connect - SH/ SZ Securities / US Securities) you want to open, then tap "Yes" / "No" for Employment Confirmation -
Read Important Information & Risk Disclosures and acknowledge -
Follow the flow to fill in your investment objectives, investment experience and etc. -
Your application for securities account is completed
-
Logon to Citi Mobile® App, tap "Wealth" -
Select "Securities" and tap "Open now" -
After authentication, you will start the stock account opening process, tap "Get Started" -
Answer to confirm related disclosure -
Choose the account (HK Securities/ China Connect - SH/ SZ Securities / US Securities) you want to open, then tap "Yes" / "No" for Employment Confirmation -
Read Important Information & Risk Disclosures and acknowledge -
Follow the flow to fill in your investment objectives, investment experience and etc. -
Your application for securities account is completed
- You will have your dedicated Relationship Manager trained extensively at Citi | Wharton Global Wealth Institute backed by a team of Wealth Management specialists, we provide you with insights, analysis and investment strategies.
We provide one-stop assistance to help with your children’s overseas study needs, including:
- A series of digital webinars on overseas education.
- Free access to Citi | Wharton Global Wealth Institute Online Education Series that partner with Citi for 6 years, enabling you to nurture the next generation to become entrepreneurs and business leaders.
- Experience Citigold Total Wealth Advisor (TWA), our latest goal-based financial advisory tool to help you achieve lifetime goals.
- Set your desired FX rates for easy trading in 12 currencies and trade with no service fee with Citibank Global Wallet.
- Get access to the latest market insights and webinars, helping you to understand market trends and capture opportunities.
- Citigold clients should maintain an “Average Daily Combined Balance” of HK$1,500,000 or above to enjoy Citigold services.
- Trade HK/US/SH/SZ stocks in one App, with the real-time convenience of stock trading without manual fund transferring!
- Get up to HK$500 cash rebate for opening HK & US stock accounts online and enjoy $0 Buy Brokerage Fee for the first 3 months.
- Earn bonus interest rate as you complete simple missions at up to 1.5% p.a11.
- You may track your progress anytime on the Citi Mobile® App!
- We provide an array of fabulous rewards for you - from dining, shopping and entertainment to travel offers.
- Enjoy up to 12% rebate upon spending with your Citi Plus Debit Mastercard and Credit Card2.
- We are here to support your investment-related enquiries, provide you with market insights and wealth outlook.
- As of May 9, 2023, the base rate is 1.05% p.a. so a customer can earn up to 2.55% p.a. All bonus interest rates earned in the current month will apply to your account balance in the next calendar month. The interest rate of Citi Interest Booster will be determined by the Bank from time to time.
- Each customer can earn up to HK$500 spending rebate throughout the promotion period.
- No minimum balance requirement is required for Citi Plus clients.
Terms and Conditions
- Terms and Conditions of Citi Plus Exclusive Offer Promotion, please visit: click here.
- Terms and Conditions for Accounts and Services, please visit: click here.
- Policy Statement relating to the Personal Data (Privacy) Ordinance, please visit: click here.
- Terms and Conditions for Citi Interest Booster, please visit: click here.
- Terms and Conditions for Investment Product, please visit: click here.
- Credit Card Agreement, please visit: click here.
- Terms and Conditions of Citigold Welcome Offer, please visit: click here.
- Terms and Conditions of Citi Plus Welcome Offer, please visit: click here.
Fees & Charges
- Citi Credit Card Key Fact Sheet and Fees schedule, please visit: click here.
- Fee and charges for Banking / Mortgage services, please visit: click here.
Important Disclaimer
You should seek advice from your professional advisors as to your particular tax position, including but not limited to estate duty and withholding tax that might arise from investing in overseas products. This material is for information purposes only and is not intended to constitute any offer or solicitation or advice to buy or sell any security. Investments are not bank deposits and are not obligations of, guaranteed or insured by Citibank (Hong Kong) Limited, Citibank, N.A., organized under the laws of U.S.A. with limited liability, Citigroup Inc. or any of its affiliates or subsidiaries, or by any local government or insurance agency, and involve risks, including the possible loss of the principal amount invested. Share prices may go down as well as up. Investment products are not available for U.S. persons and might only be applicable to limited jurisdiction. Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment.
The website content and available information on this Site does not constitute a solicitation or recommendation on execution of any transaction whatsoever. The information on this Site is not intended as professional advice. You should not rely on such information as professional advice. You should obtain professional advice regarding any proposed transaction as appropriate. Citibank is acting solely on an execution only basis of the instructions from Customers via Online Execution Channel.