Corestone Account

An American Century® Brokerage Corestone AccountTM offers the same liquidity, flexibility and convenience of our standard account along with a host of enhanced services tailored to investors who have met the $10,000 initial investment minimum. You can register your Corestone Account as an Individual, Joint Tenant, Trust or Estate account.

As a Corestone Account client, you can:

  • Write checks from your account, no matter how small the amount
  • Make purchases easily with your Visa® debit card
  • Withdraw cash conveniently and free of charge at more than 6,500 PNC Bank ATMs and over 43,000 surcharge-free Allpoint network ATMs
  • Track your progress toward your investment goals with Quarterly Portfolio Evaluations
  • Protect yourself from overdrafts with our margin feature*
Minimum Initial Investment $10,000
Minimum Account Balance $10,000
Service Fees An annual fee may apply.
Money Market Sweep Account Options Prime Money Market Fund
Capital Preservation Fund
Tax-Free Money Market Fund
California Tax-Free Money Market Fund
Visa Debit Card Available
Consolidated Statement Monthly
Online Statements, Confirmations and Tax Forms Quarterly statements after each quarter-end; monthly if you have trading activity. Confirmations following each transaction. Tax forms annually if applicable.
CheckWriting Service No minimum amount per check
ATM Cash Withdrawal Available. There is no fee for ATM withdrawals. Individual banks or ATM providers may assess a fee for usage.
ExpenseTrack Recordkeeping Service Available
Portfolio Evaluation Service Available
Secured Credit Line (Margin Feature) Available

*The addition of the margin feature is subject to American Century Brokerage's approval and may require a review of your credit history. Margin borrowing involves additional risks and is not suitable for all investors. Your signature on the application acknowledges you have read the margin agreement section of the Customer Agreement and agree to its terms. The margin feature is not available for UGMA/UTMA, Estate or Fiduciary accounts.

Money Market Fund: An investment in the fund is neither insured nor 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 per share, it is possible to lose money by investing in the fund.
Brokerage Services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, member FINRA, SIPC.