Frequently Asked Questions FAQs

  • General
  • Maintenance & Transactions
  • Brokerage

Establish an Account

How do I establish an account?

How do I transfer or roll over assets to American Century Investments®?

Account Information and Documentation 

How do I view my account history online?

How do I view statements, confirmations and tax forms?

What is cost basis?

Where can I find cost basis information?

Where can I find my account number?

Online Access

How do I register for online access?

How do I change my password and user name?

What do I do if I forget my log in information?

How do I link my account with someone else's account?

What is your online security and privacy policy?

How do I download to Quicken, TurboTax or other financial aggregators?

Where do I find my personal access code?

Mobile App

How do I download the Mobile App?

What devices work with the app?

Which accounts can I track on the app?

Who I contact for help about the app?

How do I access my accounts on the app?

Account Maintenance

How do I add or update my bank information?

How do I add or update my beneficiaries?

How do I update my mailing address and phone number?

How do I update my email address?

How do I update my name?

How do I add or remove an account owner?

How do I go paperless?

Where do I locate account maintenance forms?

How do I designate a Trusted Contact?

Account Transactions

How do I make an investment?

How do I move money between funds?

How do I withdraw money from my account?

How do I add or update automatic transactions?


Why do I have to fill out a new application when I already have mutual fund accounts with American Century Investments®?

How do I send a bank wire to American Century® Brokerage?

How do I transfer my account from an outside financial institution to American Century Brokerage?

What are your commissions, margin rates and account fees?

Can I own non-American Century Investments' mutual funds in my brokerage account?

Where can I find a complete list of funds offered through American Century Brokerage?

How can I get research and information about stocks or mutual funds?

Can I buy a stock and then send you a check in the mail?

Can I reinvest my stock or mutual fund dividends?

Can I buy IPOs through American Century Brokerage?

What types of accounts are available with American Century Brokerage?

How can I trade with American Century Brokerage?

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

IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.

This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.