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Investors who have established a grantor-type, revocable, or living trust with their financial or legal advisors may invest some or all of the trust's assets in an American Century Investments® mutual fund by opening a personal trust account.
Note: As an extension of the USA Patriot Act, American Century Investments is required to collect the following information when opening a personal trust account:
American Century Investments strongly recommends speaking to your financial planner or tax advisor to determine what would be best for your individual financial situation.
Allows investors who have established a trust to invest some or all of the trust's assets in an American Century Investments' mutual fund.
Select from a variety of American Century Investments' mutual funds (except Giftrust®) based on your risk tolerance and investment objectives.
$2,500 per fund. Some funds may require higher minimums.
$50 minimum on additional investments. American Century Investments also offers automatic investment plans to help you reach your financial goals.
American Century Investments charges a $12.50 semiannual account maintenance fee to investors whose total investments with us are less than $10,000.
Simply create a User Name and Password and Log In to:
*Some restrictions may apply to Personal Trust Fund Accounts.
Taxability information for accounts registered under an Employer Identification Number (EIN) is not provided here. Please consult your financial planner or tax advisor for advice regarding your individual situation.
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 not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.