Priority Investor® Benefits at a Glance

Benefit Package Includes Silver Gold Platinum
Investment Guidance and Planning
Upon Request
Dedicated Priority Investor Team: Gold
Dedicated Investment Consultant
Account Support
Priority Investor Team: Silver
Dedicated Priority Investor Team: Gold
Dedicated Priority Investor Team
Portfolio Review
Upon Request
Annually
Semiannually
Shared Priority Investor Benefits
 
Checkmark - Shared Priority Investor Benefits - Gold
Checkmark - Shared Priority Investor Benefits - Platinum
Access to Donor-Advised Fund Services
 
 
Checkmark - Access to Donor-Advised Fund Services - Platinum
Waived Fees
Checkmark - Waived Fees - Silver
Checkmark - Waived Fees - Gold
Checkmark - Waived Fees - Platinum
VIP Access & Advance Notice
Checkmark - VIP Access & Advance Notice - Silver
Checkmark - VIP Access & Advance Notice - Gold
Checkmark - VIP Access & Advance Notice - Platinum
Discounted Equity Trading Commissions*
$19.95 Flat Rate+
$14.95 Flat Rate+
$9.95 Flat Rate
Cash Management Options Include Unlimited CheckWriting and:
No-fee Visa® Debit Card
No-fee Visa® Debit Card
No-fee Visa® Debit Card
Online Bill Pay
FREE
FREE
FREE

Benefit levels you qualify for are based on your household assets in American Century Investments® mutual funds: at least $100,000 for Silver, at least $250,000 for Gold and at least $500,000 for Platinum.

+For equity trades over 1,000 shares, there is an additional 2¢ per share fee.

*Whether trading online, by telephone or with a representative - Priority Investors enjoy significant savings over standard brokerage commissions, including savings up to approximately $35.00 per trade with a representative.

Brokerage Services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, member , .