Compare Benefit Packages

Priority Investor® Benefits at a Glance

Benefit Package Includes Silver Gold Platinum
Investment Guidance and Planning Upon Request Dedicated Priority Investor Team: Gold Dedicated Investment Consultant
Account Support Priority Investor Team: Silver Dedicated Priority Investor Team: Gold Dedicated Priority Investor Team
Portfolio Review Upon Request Annually Semiannually
Shared Priority Investor Benefits  
Access to Donor-Advised Fund Services    
Waived Fees
VIP Access & Advance Notice
Discounted Equity Trading Commissions* $19.95 Flat Rate+ $14.95 Flat Rate+ $9.95 Flat Rate
Cash Management Options Include Unlimited CheckWriting and: No-fee Visa® Debit Card No-fee Visa® Debit Card No-fee Visa® Debit Card
Online Bill Pay FREE FREE FREE

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.

+

For equity trades over 1,000 shares, there is an additional 2¢ per share fee.

*

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.

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