Priority Investor Program - Brokerage

Personal Attention You Can Count On

Discover the ease of managing your investments all in one place. With a premium brokerage account package, you have access to a wide variety of investments, including stocks, bonds, exchange-traded funds, preferred stocks and Certificates of Deposit.

  • Benefits
  • Silver
  • Gold
  • Platinum

Priority Investor Brokerage Account Package

Discounted Equity Trading Commissions*

  • Silver: Households with $100,000 - $249,999 in American Century Investments® mutual funds: $19.95 Flat Rate+
  • Gold: Households with $250,000 - $499,999 in American Century Investments mutual funds: $14.95 Flat Rate+
  • Platinum: Households with $500,000 or more in American Century Investments mutual funds: $9.95 Flat Rate

All Priority Investors Enjoy These Brokerage Account Package Services

Convenient Cash Management Options: Get easy access to your money with unlimited CheckWriting and a no-fee Visa® Debit card.

Multiple Sweep Account Options: Keep your cash working for you with daily account sweeps into one of four American Century Investments® money market funds.

Comprehensive Account Summary: Consolidate all of your brokerage account statements into one view and get a display of the total values of your linked accounts.

Cost-Basis: Reporting Know the tax implications of your investing strategy at all times.

Free Online Bill Pay: Access your account and pay bills online 24 hours a day, 7 days a week.

 

Additional Benefits

Ready to Invest?

Start your application now and choose your investments.

Open an Account
+

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.

Clients who qualify for the Silver benefits package have an experienced team of individuals who partner with you to provide personal service for your day-to-day investment needs.

Priority Investor Team: Client Specialists who are standing by to help with:

  • Transactions and account management.
  • Account research at no charge.
  • Answer questions about the market and additional investment opportunities.
  • Portfolio reviews upon request.

Ready to Invest?

Start your application now and choose your investments.

Open an Account

Clients who qualify for the Gold benefits package receive personal attention and service from a team that was created just for you.

Dedicated Priority Investor Team: A knowledgeable team of professionals who get to know you personally and are available to help you achieve your financial goals. They'll provide:

  • Market insight and help adjusting your portfolio as your needs change.
  • Expert planning services for building and managing your wealth.
  • Portfolio reviews and investment guidance.

Ready to Invest?

Start your application now and choose your investments.

Open an Account

Clients who qualify for the Platinum benefits package have priority access to a dedicated investment expert as well as a highly skilled team of professionals who provide individual attention and service.

Dedicated Investment Consultant: An experienced financial professional who understands the importance of building a long-term partnership with you. Through this partnership, you'll receive:

  • Expert planning services for building and managing your wealth.
  • Market insight and help adjusting your portfolio as your needs change.
  • Updates on investment trends and perspective on how they may impact you.
  • Portfolio reviews and investment guidance.

Dedicated Priority Investor Team: A team who partners with your dedicated Investment Consultant to provide individualized service for your day-to-day investment needs.

Ready to Invest?

Start your application now and choose your investments.

Open an Account

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

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.

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