Online

Americancentury.com provides secure online account access, where you can:

  • Access your accounts anytime
  • Transact on your accounts
  • Customize a watch list of funds you want to track
  • Receive updates from American Century Investments® about your funds

You'll need:

  • Internet access
  • A valid email address
  • User Name and Password (register here)

Why register?

Registering a User Name and Password gives you secure access to your accounts and the ability to transact online.


eCommunication

Get fund reports, prospectuses, account statements, newsletters, transaction confirmations and more electronically rather than by regular mail. To sign up online for eCommunication, you'll need to:

  • Register a User Name and Password for secure access to your account information
  • Have Internet access and an active email account

Find out how to sign up for eCommunication.


Automated Information Line

Automated Information Line
Personal accounts 1-800-345-8765
Not-for-profit, corporations, partnerships, endowments,
retirement plan trustees and business accounts
1-800-345-3533

Use our voice-activated telephone system to follow your investments 24 hours a day.

You'll be able to:

  • Track your accounts
  • Invest into existing accounts from your authorized bank account
  • Exchange dollars or shares between identically registered accounts
  • Access market quotes, fund prices and market commentary

How it works:
When you call, instead of pushing a button to request information, simply say what you want to do. For example:

Option Function
Say a fund name such as "Ultra®" or a market name such as "NASDAQ" Get fund quotes, performance information and market readings
Say "account information" Get account balances and recent transaction history
Say "transactions" Make an investment or exchange
Say "market commentary" Listen to American Century Investments' market perspective

The automated system will:

  • Respond with your information or ask a series of questions to deliver the information you need
  • Protect your personal information by requesting that you key in your Social Security number and Personal Access Code (PAC)

View or Change Your PAC Online

  1. Log In with your User Name and Password
  2. Select the Update My Information link in the margin
  3. Select the View or Change PAC link.
  • Call 1-800-345-2021 Monday through Friday from 8 a.m. to 6 p.m. Central time

You'll need:

  • Your Tax Identification number (Social Security or Employer Identification number)
  • A Personal Access Code (PAC)

Newspaper Listings

Most large newspapers include a daily mutual fund section and many offer historical performance figures on selected days of the week.

We offer several different classes of fund shares. The performance information for your fund will be listed under Investor Class.


Quarterly Statements

New Statements PDF - Based on your feedback, we've updated statements giving you more customized information. Review this flier to check out the new features to help you quickly locate key information and evaluate your investments.

After each quarter, you'll receive a statement that includes your total account assets and personal portfolio returns. You'll receive separate quarterly statements for your personal, business, brokerage and employer-sponsored retirement accounts.

Quarterly statements are also available securely online when you Log In with your User Name and Password. Below are some of the types of information you'll find on your statement.

  • Total Assets reflects the total value of all your accounts, and a snaphot of your activity for the quarter and year-to-date.
  • Asset Mix shows how your investments are allocated at American Century Investments. You can compare your allocation versus a moderate hypothetical example to help you evaluate your portfolio.
  • Account Returns are provided for each of your accounts.
  • Portfolio Returns are shown including:
    • Year-to-date total return - since the beginning of the current year
    • Total return over the past 12 months
    • Average annual total returns since the beginning date of your oldest open account

Mailings

American Century Investments will send you news and information about your accounts and the funds you own. The charts below highlight some of the information you may receive:

Account Transactions
Communication When Description
Transaction Confirmation After each transaction, except automated transactions Confirms purchases, redemptions, exchanges and other transactions by written confirmation or by secure online confirmation accessible after you Log In with your User Name and Password (notified by email). Note: When a redemption is done by writing a check on a fund that has CheckWriting services, the check itself is considered to be the confirmation. The transaction can be confirmed online by viewing the account balance.
Monthly CheckWriting Statement At the end of each month that checks clear EXCEPT March, June, September and December, when you receive quarterly statements. Confirms cleared checks, transactions, and month-end account balance for your CheckWriting accounts. Confirmation of each check can also be viewed securely online after you Log In with your User Name and Password. Note: You will only receive this statement if checks clear from your accounts
Service Confirmation After each update to your services or account information Confirm service, account maintenance and name or address changes.

 

Fund Performance & Investment
Communication When Description
Annual and Semiannual Reports 60 days after the end of the fund's fiscal year and fiscal mid-year Reports your fund performance and financial data.
Prospectus Initial purchase into fund, annually and if significant fund changes occur Describes the fund's investment policies and provides key financial data.
Newsletter End of each quarter Provides investment information and updates about funds and services
Proxy Statement As needed Informs you about proposals up for vote on your mutual fund.

Tax-Time Information

American Century Investments also helps take the confusion out of tax time. If you own taxable accounts, you'll receive the tax information and IRS forms needed to prepare your taxes. Refer to the following chart for the kinds of information you might receive from us. Your account type and the transactions you made during the previous year will determine which, if any, of the following IRS tax forms you receive. You may not receive all the communications listed.

Tax Information & IRS Forms
Tax Communication When Description
Average Cost and Capital Gain/Loss Statement January Gives you the average cost of shares redeemed or exchanged during the year. It also reports capital gains or losses from your redemptions and exchanges from non-retirement, non-money market accounts.
IRS Form 1099-DIV January Reports previous year taxable distributions for your non-retirement accounts.
IRS Form 1099-B January Reports previous year proceeds paid on redemptions and exchanges for non-retirement, non-money market accounts.
IRS Form 1099-R January Reports previous year withdrawals from IRAs and 403(b)s or other types of retirement plans.
IRS Form 1099-Q January Reports previous year withdrawals from a Coverdell Education Savings Account.
IRS Form 5498 Late May Reports previous year contributions to an IRA, including rollovers.
IRS Form 5498-ESA Late May Reports previous year contributions to a Coverdell Education Savings Account.
IRS Form 1042-S Mid March Reports dividends and short-term capital gains and taxes withheld for a non-resident alien.

Dividend and capital-gain distributions from your fund, and any gains you may realize from the redemption of fund shares, need to be reported annually on your tax return. This is true even if you reinvest the income.

To help you complete your taxes, you'll receive the following forms in January:

  • IRS Forms 1099-DIV and/or 1099-B
  • Your year-end consolidated statement
  • The average cost statement

If you have an IRA or 403(b) account, you will pay taxes on investments as assets are withdrawn. These distributions are reported on IRS Form 1099-R.


Less Mail for You

To conserve resources and for your convenience, we will automatically consolidate mailings sent through the U.S. Postal Service to investors with the same last name living at the same address. Personal account statements will arrive in one envelope and your household will receive just one copy of reports, prospectuses and newsletters, unless you request that we mail them separately. Business account statements and tax mailings are mailed separately.

In addition, if you prefer not to receive mailings about fund and service opportunities, please contact us. You also have the option to get documents electronically with eCommunication.