Personal Trust Fund Account Details
Investors who have established a grantor-type, revocable, or living trust with their financial or legal advisors may invest some or all of the trust's assets in an American Century Investments® mutual fund by opening a personal trust account.
Note: As an extension of the USA Patriot Act, American Century Investments is required to collect the following information when opening a personal trust account:
- Copy of the first and last page of the trust document, plus signature page if not included on last page.
- Copy of the portion of the trust document identifying the trustee(s).
American Century Investments strongly recommends speaking to your financial planner or tax advisor to determine what would be best for your individual financial situation.
Allows investors who have established a trust to invest some or all of the trust's assets in an American Century Investments' mutual fund.
Select from a variety of American Century Investments' mutual funds (except Giftrust®) based on your risk tolerance and investment objectives.
|Minimum Initial Investment||
$2,500 per fund. Some funds may require higher minimums.
$50 minimum on additional investments. American Century Investments also offers automatic investment plans to help you reach your financial goals.
American Century Investments charges a $12.50 semiannual account maintenance fee to investors whose total investments with us are less than $10,000.
|Secure Online Account Access*||
Simply create a User Name and Password and Log In to:
*Some restrictions may apply to Personal Trust Fund Accounts.
Taxability information for accounts registered under an Employer Identification Number (EIN) is not provided here. Please consult your financial planner or tax advisor for advice regarding your individual situation.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.