Originally Posted by
robbierob03
Thank you both! Based on this info it looks like my best course of action is to leave at least $50k in the CPWM account so I meet the Citi Priority fee waiver for the inevitable downgrade, and request the Citigold upgrade again once I can move the assets back. I need to check the CPWM fee schedule but I'm fairly certain the Citi Priority account will also waive the CPWM fees.
It does waive CPWM fees. Also the CPWM fees are assessed once a year. As long as you are Citi Priority/Gold at the time of assessment, the fee will be waived.