Automatic Sweep Account
Investments brokerage automatically invests cash balances from the
account into an American Century Investments money market fund.
Please select one of the money market funds below. If a fund is not
selected, the cash balance will automatically be swept into the
Prime Money Market Fund.
Select one from the list below:
Establish the convenience of easy access to your American Century
Brokerage account by completing the Brokerage CheckWriting Service Authorization
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 .
Enhanced Cost Basis (optional)
Add Bank Information (optional)
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 .
Margin Feature (not available for UGMA/UTMA,
estate or other non-trust trust accounts)
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. Corporations are required to supply
a corporate resolution to establish the margin feature.
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 .
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. If you desire to change the defaults, please
contact us at 1-888-345-2071 once your account is