Priority InvestorĀ®Ā Program
Premium benefits that deliver the highest level of personal attention.
The Priority Investor Program is designed to offer premium benefits that deliver the highest level of personal attention. It's our way of providing the service and value that our Priority Investors expect and deserve.
All Priority Investors Enjoy These Brokerage Account Package Services
Expense Tracking
Customize your expense tracking to fix your needs and receive a year-end summary that simplifies your tax preparation.Secured Line of Credit
Take advantage of lower interest rates on a secured credit line to purchase securities or for any other purpose.Automatic Transactions
Increase your earning potential while saving time through direct deposit, dividend reinvestment and automatic investing.Account Protection
Feel confident knowing your assets are covered with insurance from the Securities Investor Protection Corporation.Research and Investment Tools
Research and track your investments using free tools available on americancentury.com.Preferred Pricing
Maintenance, IRA custodial and account research fees are waived.Cash Management Options
Unlimited check writing and no-fee VisaĀ® Debit Card
Free Online Bill Pay
Waived Fees
VIP Access & Advance Notice
Priority InvestorĀ®Ā Benefits at a Glance
Silver | Gold | Platinum | |
---|---|---|---|
Investment Guidance & Planning | Upon Request | Dedicated Priority Investor Team - Gold | Dedicated Investment Consultant |
Account Support | Priority Investor Team - Silver | Dedicated Priority Investor Team - Gold | Dedicated Priority Investor Team |
Portfolio Review | Upon Request | Annually | Semiannually |
Discounted Equity Trading Commissions* | $19.95 Flat Rate** | $14.95 Flat Rate** | $9.95 Flat Rate |
Shared Priority Investor Benefits | Shared Priority Investor Benefits | ||
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.
*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 2Ā¢ per share fee.
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.