American Century Investments® Brokerage Account Application

Accounts are available only to U.S. citizens and U.S. resident aliens.

Step 1: Choose Your Account Registration

Choose Your Account Type

A standard account will be opened. To upgrade to a Corestone Account ® which includes additional features such as unrealized gain/loss tracking and debit card, complete and return the Brokerage Corestone Account Application  PDF.

Choose Your Account Registration


Step 2: Provide Account Information

Complete for Individual or Joint Account

We will use the first owner's name and U.S. Social Security number for IRS reporting purposes unless you give alternate instructions.
/> U.S. Citizen /> U.S. Resident Alien
U.S. Citizen U.S. Resident Alien

Joint Ownership Registration:

Your account will be registered as joint tenants with rights of survivorship. If you wish to elect a different tenancy clause, or reside in Louisiana, please complete a paper application.


Step 3: Provide Contact Information

Provide Your Address

Primary Owner's Street Address

Primary Owner's Mailing Address (check if same as above)


Step 4: Provide Affiliation/Institutional Account Information

We are required to have all the information below before we can open this account.

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) employed by or affiliated with a member firm of an exchange or FINRA, including American Century Investments?*

If yes, list company, name, position, affiliation and address below. A letter and duplicate statements will be sent to the employer in accordance with current regulations.


Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a registered investment advisor?*

If yes, list company, name, position, affiliation and address.


Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a natural person, corporation, partnership, trust or otherwise, with total assets of at least $50 million?*

If yes, list company, name, position, affiliation and address.


Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a director, a 10% shareholder or policy-making executive of a publicly traded company?*

If yes, list company, name, position, affiliation and address below. American Century Investments will not monitor or restrict account trading. It is the responsibility of the account owner to monitor trading to ensure adherence to all applicable trading regulations.


Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a large trader?*

If yes, provide your large trader identification number.


Step 5: Provide Funding Information

Designate Account Funding

The minimum initial investment for a standard account is $2,500 and $10,000 for a Corestone account. Checks must be payable to American Century Brokerage.*

I will mail a check payable to American Century Brokerage in the amount of:


American Century Investments
P.O. Box 419146
Kansas City, MO 64141-6146


I will mail certificate(s)

Certificates must be endorsed exactly as they are registered and have Pershing LLC written on the line between "appoint" and "attorney."


American Century Investments
P.O. Box 419146
Kansas City, MO 64141-6146


Complete the Brokerage Transfer Form  PDF. Fill out one Brokerage Transfer Form per financial institution and attach a copy of the most recent statement(s) showing the assets to be transferred.


American Century Investments
P.O. Box 419146
Kansas City, MO 64141-6146


You can transfer mutual fund shares from an American Century Investments individual or joint account to your new brokerage account.
If transferring funds in-kind and the fund ownership remains intact, no taxable event will be incurred. If liquidating the funds and transferring the cash, this may be a taxable event. Please note:
  • Transfer in-kind - The account registration must be identical. Indicate the number of shares to transfer in-kind below. All money market funds will be liquidated.

  • Liquidate - The current mutual fund shares will be sold and transferred as cash to the brokerage account. If transferring among accounts with different registrations, please mail a letter of authorization with all owners' signatures. For transfers exceeding $100,000, your letter of authorization must have all owners' signatures guaranteed. Indicate the dollar amount to liquidate below.

  • Automatic investments on your mutual fund account will be discontinued. To set up an automatic or one-time investment on your new brokerage account, complete the Brokerage Investment and Redemption Form  PDF

  • Unmatured Giftrust accounts are not available for transfer to a brokerage account

  • By submitting this form you are authorizing us to transfer the fund(s) listed below from American Century Investments

Name of fund/account number:

Name of fund/account number:


Step 6: Select Additional Services

Select Additional Account Services

Complete for Internet Access: Go to americancentury.com/brokerage Opens in a New Window   for account information, online trading, and to sign up for electronic delivery of your account documents.

Automatic Sweep Account (required)

The sweep program consists of sweep options, which may include money market mutual funds or bank deposit products. Once a sweep option is elected, any free credit balance in your brokerage account will be automatically invested into the sweep product selected. Any debits in your brokerage account will also be covered automatically by redemptions, to the extent you have a balance in the sweep product sufficient to cover the debit balance.

Select one of the money market funds below.*If you do not select a fund, your cash balance will automatically be swept into the Prime Money Market fund.

You should consider the fund's investment objectives, risks, and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus , which can be obtained by calling 1-888-345-2071, contains this and other information about the fund, and should be read carefully before investing. Investments are subject to market risk.

An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.


CheckWriting (optional)

Establish the convenience of easy access to your American Century Brokerage account by completing the Brokerage CheckWriting Service Authorization   Adobe PDF  .

Establish a Corestone Account and enjoy the flexibility of CheckWriting, Visa Debit Card and enhanced cost basis tracking by completing the Brokerage Corestone Account Application   Adobe PDF .


Enhanced Cost Basis (optional)


Add Bank Information (optional)

To invest funds from your bank or to send funds to your bank by ACH (Automated Clearing House) or wire, complete our Brokerage Investment and Redemption Form   Adobe PDF.

Margin Feature

Margin borrowing may provide overdraft protection and a secured line of credit for liquidity of purchases. To provide you with these benefits, the account may automatically be established with the margin feature unless you check the box below.

Addition of this feature is subject to American Century Investments' approval and may require a review of your credit history. Margin borrowing involves additional risks and is not suitable for all investors. Submitting this application acknowledges that you have read the Margin Agreement section of the Customer Agreement PDF and agree to their terms.


Cost Basis Reporting Method

For information on your default cost basis elections and options available to you, please visit What the Changes to Cost Basis Mean to You.


Duplicate Statements

If you would like duplicate account statements or trade confirmations sent to a different address, please provide the address below.


Mutual Fund and Equity Dividend Reinvestments

Dividend and capital gain distributions may be reinvested or swept into your brokerage account. New mutual fund purchases default to reinvest. Equity purchases default to pay the distributions as cash to your sweep account. A security issuer may declare an optional dividend that requires you elect either cash or stock prior to payment. We will apply your dividend reinvestment instruction to any future optional dividends, unless you notify us of alternate instructions prior to the election cut-off time. If you desire to change the defaults, please contact us at 1-888-345-2071 once your account is established.


Step 7: Read American Century Brokerage Agreement

Read and Submit

Under penalties of perjury, I certify that:

1. Taxpayer ID

The number on this form is my correct taxpayer identification number.



2. Backup Withholding

I am not subject to backup withholding because:

(a) I am exempt from backup withholding, or

(b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or

(c) the IRS has notified me that I am no longer subject to backup withholding.

I am subject to backup withholding because:

(a) I am not exempt from backup withholding, or

(b) I have been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or

(c) the IRS has not notified me that I am no longer subject to backup withholding.


The IRS does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.



3. Citizenship

I am a U.S. citizen or other U.S. person.




We do not accept written trade instructions. To initiate a trade, please access your account at americancentury.com or call TeleSelect at 1-888-345-2091 or contact us at 1-888-345-2071.


American Century Investments respects your privacy. We may use the information you provide to communicate with you and to provide information about our products and services. Read more about our Privacy & Security Policy Link Opens New Window




Brokerage Services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, member FINRA Link to External Site, SIPC Link to External Site.