General stock and ETF brokers
Broker Review
Citi Self Invest
Founded or launched in 2021 by Citigroup, Citi Self Invest offers a deliberately streamlined investing experience inside Citi’s banking ecosystem. Its service model, regulatory registrations and custody arrangements should be considered together because the customer-facing name may span more than one legal entity. The company is privately held or not separately listed, so no public market capitalization is available.
Strengths
- Offers a deliberately streamlined investing experience inside Citi’s banking ecosystem
Drawbacks
- At Citi Self Invest, the feature set that distinguishes Citi Self Invest can add complexity, service charges or eligibility rules that a buy-and-hold customer may never use
Profile
What you can trade
U.S. stocks, ETFs and mutual funds, with a curated experience rather than futures, forex or a professional derivatives suite.
Account types
The standard Citi Self Invest relationship is a self-directed taxable account with cash or approved margin. Retirement, joint and entity registrations are offered only where the broker’s current forms permit them. The registration structure reflects the fact that the service offers a deliberately streamlined investing experience inside Citi’s banking ecosystem.
Platform
Citi Self Invest provides web and mobile account access; desktop software, APIs and third-party integrations are available only where specifically supported. The resulting workflow is tailored to a business that offers a deliberately streamlined investing experience inside Citi’s banking ecosystem.
Who it suits
Best suited to Citi Self Invest customers whose principal requirement is the capability described in this profile, rather than investors choosing a broker only because of a zero-commission headline.
Where it is offered
Citi Self Invest is principally offered to eligible U.S. residents who can supply a Social Security number, domestic address and tax certification. Policies for territories, citizens living abroad and international applicants are specific to this firm.
Regulation and sources
Official website: https://citi.com/ Regulatory status should be verified through FINRA BrokerCheck, SEC/IAPD, NFA BASIC, state regulators or applicable alternative-asset disclosures. Last verified: 2026-08-11.