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Find out about the different ways to manage your American Century Investments' mutual fund, employer-sponsored retirement plan or brokerage account. You also can read about our proxy voting policies, principles and results.
americancentury.com provides secure online account access, where you can:
Registering a User Name and Password gives you secure access to your accounts and the ability to transact online.
Get fund reports, prospectuses, account statements, newsletters, transaction confirmations* and more electronically rather than by regular mail. To sign up online for eCommunication, you'll need to:
Find out how to sign up for eCommunication.
* Some transaction confirms will be sent in paper.
Use our voice-activated telephone system to follow your investments 24 hours a day.
Most large newspapers include a daily mutual fund section and many offer historical performance figures on selected days of the week.
We offer several different classes of fund shares. The performance information for your fund will be listed under Investor Class.
After each quarter, you'll receive a statement that includes your total account assets and personal portfolio returns. You'll receive separate quarterly statements for your personal, business, brokerage and employer-sponsored retirement accounts.
Quarterly statements are also available securely online when you Log In with your User Name and Password. Below are some of the types of information you'll find on your statement.
American Century Investments will send you news and information about your accounts and the funds you own. The charts below highlight some of the information you may receive:
American Century Investments also helps take the confusion out of tax time. If you own taxable accounts, you'll receive the tax information and IRS forms needed to prepare your taxes. Refer to the following chart for the kinds of information you might receive from us. Your account type and the transactions you made during the previous year will determine which, if any, of the following IRS tax forms you receive. You may not receive all the communications listed.
Dividend and capital-gain distributions from your fund, and any gains you may realize from the redemption of fund shares, need to be reported annually on your tax return. This is true even if you reinvest the income.
To help you complete your taxes, you'll receive the following forms in January:
If you have an IRA or 403(b) account, you will pay taxes on investments as assets are withdrawn. These distributions are reported on IRS Form 1099-R.
To conserve resources and for your convenience, we will automatically consolidate mailings sent through the U.S. Postal Service to investors with the same last name living at the same address. Personal account statements will arrive in one envelope and your household will receive just one copy of reports, prospectuses and newsletters, unless you request that we mail them separately. Business account statements and tax mailings are mailed separately.
In addition, if you prefer not to receive mailings about fund and service opportunities, please contact us. You also have the option to get documents electronically with eCommunication.
Learn how to start or change a regularly scheduled investment by reviewing Automatic Investments help topic. Complete an Automatic Investments form if you wish to make changes by mail or fax.
If your fund allows CheckWriting, you can add or change this service using the CheckWriting Authorization form.
Change this information online by visiting the My Profile page. You also may mail or fax written instructions or contact us.
Learn more by reviewing the Add Bank or Remove Bank help topics. Contact us if you wish to make changes by mail or fax.
Log In and visit the My Profile page to get started.
Change how you want to receive dividends and capital gains by contacting us or mailing us your instructions.
If you decide not to reinvest, you can send your dividends and/or capital gains to your choice of destination, which includes:
If you change your name due to marriage or divorce, complete a Notice of Name Change form. If you change your name for other reasons, please also include legal documentation supporting your name change with the form.
When you add or remove owners from your account, or transfer shares to someone else, you are changing ownership on the account. In most cases we will establish a new account number for you with the new information you provide on the Transfer of Ownership Form . If transferring to an IRA or CESA, the new owner must also complete the appropriate application.
Periodically review your beneficiary designations, especially if there has been a change in your family status, such as marriage, divorce, death, or birth/adoption of children. Contact us for the appropriate form to change your designated beneficiary.
You may request research into your account history. A $30 per hour fee may apply.
We reserve the right to deduct $10 for each returned investment occurrence. This is separate from any fees a bank may charge Reasons for returned investments or payments include:
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.