Select the type of account you want to download.

  • Individual
  • Joint
  • Personal Trust

An individual account is for general investment purposes and is owned by one person. Individual accounts are usually taxable.

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A joint account is for general investment purposes and has two or more owners. The account is owned equally by all owners and is usually taxable. A joint account is designated as "Joint with Rights of Survivorship."

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A personal trust account is for those who have established a grantor-type, revocable or living trust with their financial or legal advisors, and choose to include an American Century Investments® mutual fund as part of the trust's assets. Trust accounts are taxable.

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