Yes, Up to $3,000 for You
You really do know a good deal when you see one!
You didn’t come this far with your finances by passing up a smart deal, and we don’t want you to miss this one. Because it’s not just about getting a bonus, it’s about supporting you at what may be a critical time in your financial life.
So right now, you can get up to $3,000 when you open a new Private Client Group account or add to an existing one with money from outside holdings. We think it's worth a conversation, and you can get a $30 gift card for your time.
Let's talk about the bonus and claim your gift card. Request a call or call us.
Call us directly at 877-345-8837.
A $30 Gift Card Is Waiting for You
Talk to us about our bonus and find out if transferring money from elsewhere is the right choice for you. You'll receive the gift card for your time.
Gift card offer ends 5/31/2026.
How the Bonus Works
I’m New to Private Client Group
• Open a new account by May 1, 2026.
• Choose your bonus level and make a qualifying deposit by May 31, 2026.
• Maintain the balance for 12 months and receive your bonus.
Enjoy the benefits of professional advice and financial planning for these uncertain times.
I’m a Private Client Group Member
• Choose your bonus level and make a qualifying deposit by May 31, 2026.
• Maintain the balance for 12 months and receive your bonus.
Enjoy the benefits and ease of a more complete picture of your finances. This can be especially important during uncertain markets.
Ready to learn more about our services and the bonus?
Request a call.
Or call us at 877-345-8837.
Private Client Group Member Benefits
Your financial world can become more complex as you move closer to your goals. The markets can complicate matters, too, especially when uncertainty is all around. That’s why it’s so important to ensure you’ve thought about everything that matters. Enter our in-depth advice and planning services. Here’s some of the personal attention you and your finances receive:
Candid advice and a detailed financial plan
Portfolio management from our investment experts
A tactically managed portfolio made up of exchange-traded funds (ETFs) or mutual funds, depending on your needs
A dedicated relationship with a financial consultant, plus a team for support
Regular checkups and ongoing financial planning as your needs change
Transparent pricing with one flat fee that covers both advice and underlying investments
Find out what the Private Client Group can do for you and claim your $30 gift card.
Or call us directly at 877-345-8837.
Terms & Conditions
Valid for qualifying net new assets, in such amounts as set forth below, into either an American Century Investments Private Client Group Wrap Fee Program (“PCG”) accounts established during the Offer Period, defined below, (“New Accounts”) or into existing PCG Accounts (“Existing Accounts”), all subject to the below additional conditions (New Accounts and Existing Accounts, together are referred to as “Accounts”).
Conditions Overview.
Only one Account is eligible for the bonus whether such qualifying net new assets are made into such Account as a single deposit or multiple deposits between the launch of this bonus offer on October 1, 2025 and prior to May 31, 2026 (“Offer Period”). Irrespective of when any Account is opened, the qualifying net new asset balance, as calculated below, must reach or exceed the levels shown in the below during the offer period. The bonus hereunder is limited to one payment per person, per Account. Meaning that multiple accounts by the same person will result in only one aggregated bonus according to the total of all Accounts, as set forth below. This bonus offer does not apply to any types of accounts held with other types of accounts with American Century Investments, including mutual fund or education savings accounts with American Century Services, LLC, brokerage accounts with American Century Investment Services, Inc., and any other financial account with any affiliate of American Century Investments Private Client Group, Inc. (“American Century Accounts”), or to any assets or funds transferred or moved directly or indirectly from any other American Century Account. American Century Investments reserves the right to change or cancel this offer at any time, without notice. This offer may not be used as an inducement to sell any particular kind of investment or security.
A. Entering.
New Accounts or qualifying net new assets, described below, will be automatically considered for eligibility for the bonus, described below. This bonus offer is not transferable to another account, and it may not be combined with other offers.
B. Funding.
You must establish a new Account and fund it with at least $25,000 by the end of the Offer Period, or you must add total qualifying net new assets, as described below, into an existing Account by the end of the Offer Period. Assets or funds transferred from any other American Century Accounts do not count towards qualifying net new assets.
C. Duration.
Your new Account or the qualifying net new assets, as described below, all in the amount triggering a bonus must remain in the Account for at least 365 days (irrespective of any losses or gains due to market volatility) to be eligible for the bonus, described below.
D. Levels.
For purposes of this bonus offer, qualifying net new assets are calculated by adding total incoming assets or transfers (including bonus, securities and/or margin debit balance transfers) from any accounts or sources other than American Century Accounts during the Offer Period and subtracting assets withdrawn or transferred out of the Account within the duration period defined for the offer.
E. Payment.
Your eligible one-time bonus will be deposited into your Account the month following meeting the duration requirement. At which time, any bonus deposited into your Account will be subject to the advisory program fee and other terms of the investment advisory program.
F. Modification/Termination.
American Century Investments reserves the unconditional right to modify these terms and conditions or terminate this bonus offer for any reason and at any time without notice. American Century Investments also reserves the right to refuse a bonus or portion of a bonus for any Account or activities that it determines was established or undertaken under fraudulent circumstances.
Tax Disclaimer: The value of any bonus you receive may constitute taxable income. American Century Investments may issue an Internal Revenue Service Form 1099 (or other appropriate form) to you that reflects the value of the bonus. Please consult your tax advisor. American Century Investments and its affiliates and associates do not provide tax advice.
If you have reached this point, we commend your dedication.
We think you’re an excellent fit for our Private Client Group. Request a call back or call us directly.
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
Private Client Group advisory services are provided by American Century Investments Private Client Group, Inc., a registered investment advisor. The advisory service provides discretionary investment management for a fee. All investing involves risk.
Private Client Group advisory services are provided by American Century Investments Private Client Group, Inc., a registered investment advisor. This service is generally for clients with a minimum $50,000 investment. Call us to determine the level of service that is appropriate for you. The advisory service provides discretionary investment management for a fee. All investing involves risk.
Annual Investment Advisory Fee is 0.90% for balances $5 million and under and 0.70% for balances over $5 million. American Century Investments Private Client Group charges a single annual fee based on the value of your assets under management with us. The single fee includes our Private Client Solutions, along with any underlying trading costs, commissions, and custody services related to our recommendations. American Century Investments' financial consultants do not receive a portion, or a range of the advisory fee paid by clients. Client-oriented trades outside of our recommendations and other activities like wire transfer fees, may result in additional cost.
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.