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These commissions and fees are effective as of July 15, 2018, and are subject to change without notice.
Our Priority Investors with $100,000 or more in American Century Investments® mutual fund assets receive discounted commission prices for equity and mutual fund trades, as well as reduced or waived fees as noted in the fee schedule.
Mutual Fund Investment Minimums: Initial investment $2,500 or fund minimum if higher. Subsequent investments $1,000. Trades below the minimum will be charged a transaction fee. Please note: If you purchased a fund and paid a transaction fee, a transaction fee will be charged upon its sale even if it becomes a no-transaction-fee fund after your purchase. If you hold no-transaction-fee fund positions along with transaction-fee positions, the no-transaction-fee positions will liquidate first.
Commission for All Clients, Any Transaction Amount and All Trading Methods: No cost to buy, sell or exchange shares of participating funds held for six months or longer.
Commission for All Clients, Any Transaction Amount and Any Trading Method: No Fee
1 Mutual funds are offered by prospectus only. If you have not received a fund's prospectus, please call 1-888-345-2071. Read the prospectus and carefully consider the fund's objectives, risks, charges and expenses before investing.
2 You may buy shares directly from the fund company without paying transaction fees.
3 A $50 fee for short-term trading (sale of shares held less than six calendar months) applies to all NTF funds, except American Century Investments mutual funds.
PURCHASE Commission for All Clients with Any Transaction Amount5, when the Trading Method Is with a Representative: $0; American Century® Brokerage Receives a Fee from the Issuer
Commission for All Clients with Any Transaction Amount5, when the Trading Method Is with a Representative: $45 Per Transaction
4 American Century Brokerage may act as principal.
5 $5,000 minimum purchase, or higher depending on the issue.
6 Gold, silver and platinum are available to purchase for delivery or storage.
Important Note: If you have or plan to add the margin feature to your account, it is important to carefully read the Disclosure of Credit Terms section of the Margin Agreement. This information is in the Customer Agreement booklet.
Corestone Account Total Balance, $0 to $49,999: $100 Per Account
At Establishment and Annual Fee: $25 Per Account
Corestone® Account is a registered trademark of Pershing, LLC. American Century® Brokerage has chosen Pershing for the brokerage platform.
1 The annual IRA custodial fee will be charged in the anniversary month of the account opening and upon account closure.
2 Corestone Annual Account fee and Standard CheckWriting fees will be charged in the account's anniversary month.
3 The semiannual maintenance fee will be charged in April and October. Your American Century Investments mutual fund assets are reviewed on the last business day of March and September to determine if the fee applies to your account.
4 Enhanced Cost Basis can track realized and unrealized gain/loss information on all covered and uncovered shares. Information is displayed on statements and online.
5 Call to confirm whether your foreign security is DTC eligible. Even if your foreign security was DTC eligible at the time of purchase, it may become non-DTC eligible without notice.
Investments available through American Century Brokerage are not insured by the Federal Deposit Insurance Corporation, may lose value and are not bank guaranteed. American Century Brokerage is licensed in all 50 states. However, some securities may not be available in all states.
Brokerage Services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, member FINRA, SIPC.