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American Century Investments® offers transaction downloads into Quicken for mutual fund, brokerage and workplace retirement plan accounts. Please select the appropriate tab below to learn more.
Note: In Quicken, the PAC may be referred to as a Password.
Please use the following guidelines when adding your American Century Investments directly-owned mutual fund accounts in Quicken:
If you need assistance with your website User Name, please contact us.
Please use the following guidelines when using the Quicken Account Setup wizard to add your American Century® Brokerage account:
Account history downloads are not supported from within the Quicken product. To save manual entry for the account history of your Business Retirement accounts you will need to download a Quicken compatible file from the account history page on the website.
If you need assistance with your User Name and/or Password please contact us.
If you're having problems that are specific to your Quicken software, such as accessing the Internet from within Quicken, please refer to the help information within the Quicken program, or visit Quicken Technical Support.
Monday through Saturday between 11 p.m. and 5 a.m. Central time
This discrepancy is the result of the way Quicken rounds share values in individual transactions. Please be assured that your number of shares will always be accurate.
This message appears or doesn't appear depending on the specific transaction history involved with a specific security. In some cases, when accepting transactions individually and this message appears, pressing Accept All will take care of the message. In other cases, the message will continue to appear if there is only one lot to choose from when accepting transactions, or when you perform a sell or a Transfer Out (XOut).
Some new funds do not yet have a ticker symbol, which is required for price updates through Quicken. A fund will receive a ticker symbol when it has 1,000 shareholders or $25 million in assets.
*View or Modify Your PAC Online:
Account information is available for the previous two years starting in January.
No. The cash balance column of the investment register is typically used to track the transfer of funds between different Quicken accounts. For individuals who do not use this feature of Quicken, the cash balance will typically remain a zero balance. Please note that the cash balance is not equivalent to your fund's market value. An approximate market value for your fund is displayed at the bottom of the investment register.
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