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.
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
*Whether trading online 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.
**For equity trades over 1,000 shares, there is an additional 2¢ per share fee.
Brokerage Account Package Services
Silver
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.
Transactions and account maintenance.
Account research at no charge.
Answer questions about the market and additional investment opportunities.
Gold
Clients who qualify for the Gold benefits package receive personal attention and service from a team that was created just for you.
Assistance adjusting your portfolio as your needs change.
Access to professional planning services to help build and manage wealth.
Platinum
Clients who qualify for the Platinum benefits package have priority access to a highly skilled team of professionals who provide individual attention and service.
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.