Priority Investor® Program Benefits
Platinum Benefits at a Glance
For households with $500,000 or more in American Century Investments® mutual funds.
|Benefits Package Include||Details|
|Dedicated Investment Consultant||An expert will get to know you personally to help as you build and manage your wealth.|
|Dedicated Priority Investor Team||A team who partners with your dedicated Investment Consultant to provide quality service for your day-to-day investment needs.|
|Complimentary Portfolio Reviews||Receive investment guidance and consultation about your goals and investment strategies twice a year.|
|Shared Priority Investor Benefits||Extend benefits for a 12-month introductory period with family members and friends outside your household.|
|Donor Advised Services||Simplify managing your charitable contributions while maximizing your tax benefits.|
|Brokerage Account Packages||Access to expanded investment choices, discounted commissions* and time-saving cash management features. Learn more.|
|Preferred Pricing||Maintenance, IRA custodial and account research fees are waived.|
|Additional Priority Investor Benefits||Market insight and perspective from our portfolio managers, as well as complimentary tools at americancentury.com. Learn more|
Priority Investor benefit levels are based on 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.
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.