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General
Establish an Account
How do I establish an account?
For your convenience, we offer several different ways to establish an account with American Century Investments®.
To establish a new account online, use the appropriate link below, then choose the type of account you wish to establish and follow the prompts. We look forward to working with you to meet your investing needs.
Taxable Accounts, Traditional IRAs, Roth IRAs, Rollover IRAs, and Investing for a Minor
Qualified Retirement Plans, 403(b) plans, SEP IRAs and SIMPLE IRAs
To download and complete a paper application, please visit Forms & Applications.
How do I transfer or roll over assets to American Century Investments®?
Please complete and submit a Request to Transfer form to transfer retirement assets to American Century Investments. To transfer 403(b) assets to American Century, please complete a Request to Transfer or Exchange Your 403(b) form. Upon receipt of form in good order, we will contact your current custodian and initiate the transfer.
Looking to move a 401(k) or employer-sponsored plan to American Century Investments? Please visit the Rollover Center.
Account Information and Documentation
How do I view my account history online?
You have two options for viewing account history online: view quarterly and annual account statements or view transaction history.
How do I view statements, confirmations and tax forms?
You are able to view the previous eight quarters of statements online. Please use the following steps to access your statements:
Log In with your User Name and Password
Select the Documents link in the left navigation
All document types are shown. Filter as needed
What is Cost Basis?
Generally, cost basis is the purchase price of a security or share, including commissions and expenses, if applicable. You use your cost basis to determine if you have a capital gain or capital loss at the time you sell your shares. You must report capital gains and losses to the IRS for tax purposes.
When you sell or exchange shares, the transaction price is usually different from the original purchase price. If the selling price is greater than the purchase price, your profit is called a capital gain. If the selling price is less than the purchase price, your deficit is called a capital loss. You must report capital gains and losses to the IRS.
Investment Consultants at American Century Investments® are not licensed tax advisors and are unable to give tax advice. For that reason we encourage you to speak with your tax advisor to help you make the best choice for your situation.
More Information about Cost Basis
Visit What the Changes to Cost Basis Mean to You
Where can I find cost basis information?
If available for your taxable account, cost basis information is located:
Quarterly Account Statement*
Cost basis information is located in the upper right corner of each account's page that confirms the activity for the quarter.
* Not available for money market funds or non-matured Giftrusts.
Online
Cost basis information is also located online: Steps to view cost basis online
Where can I find my account number?
Online
Log In with your username and password
Select your account
Select the Documents Tab
Access your Annual Statement to view your full account number
**Note: If you don't have an annual statement, you will find your account number on your first confirmation statement
Annual Account Statement
Your full account number is also on your annual statement.
By Phone:
Contact Us to obtain your account number by phone.
Online Access
How do I register for online access?
It's easy and convenient to register for online access. During the registration process, you will be asked to provide your Tax Identification number (Social Security or Employer Identification number) and an account number, create a unique User Name and Password and set up enhanced security features, such as picking and naming a security image.
Please view step-by-step instructions for more information.
Note: If your account is a non-matured Giftrust, you will need to enter the Employer Identification Number (EIN) assigned to the Giftrust. If you do not know the EIN, please contact us.
How do I change my password and user name?
How to Change Your Password
Log In with your username and password
Select the Profile link in the left navigation.
Select the Password link under Security Management
Enter your current password, New Password and Re-enter New Password in the fields provided.
How to Change Your User Name
Please call us to request that your current online access be deactivated. Once deactivated, you can create a new User Name.
What do I do if I forget my log in information?
If you have forgotten your log in information, view step-by-step instructions on how to regain access.
How do I link my account with someone else's account?
The Link Accounts feature, also known as Grant Account Access, allows you to grant another individual access to your account for the purposes of viewing the holdings in your account or transacting (investments, exchanges or redemptions) on your behalf.
Visit our Link Accounts site help topic for more information.
This feature is useful if you are responsible for multiple accounts registered under different tax identification numbers (e.g. spouse, child, etc.) and you would like to access and transact on these accounts after you Log In with your User Name and Password (also known as linking accounts).
What is your online security and privacy policy?
Visit Privacy & Security for more information.
How do I download to Quicken, TurboTax or other financial aggregators?
Where do I find my personal access code?
Your personal access code allows you to download your information to financial aggregators or use our automated phone system to access your account. Please use the following steps to locate and modify your personal access code, or PAC.
Log In with your username and password.
Select the Profile link in the left navigation.
Select the Personal Access Code (PAC) link under Security Management.
Mobile App
How do I download the Mobile App?
iOS users can download it from the Apple App Store. Android users can download from the Google Play Store. Search American Century Investments in either store.
What devices work with the app?
The app is available for iOS and Android users. Apple devices must be iPhone 7 or newer with at least 13 or 14 iOS system versions. Android devices must be OS version 11 or higher.
Which accounts can I track on the app?
Mutual fund, workplace retirement plan participant, brokerage and Private Client Group accounts can be tracked.
Who I contact for help about the app?
Call us at 1-800-851-3720.
Maintenance & Transactions
Account Maintenance
How do I add or update my bank information?
Online
Log In with user name and password.
Select the Profile link in the left navigation.
Select Banks under Account Management .
In Writing
Provide a voided pre-printed check from the new bank account registered in your name as account owner with signed instructions to add the bank information. This information can be provided by fax or by mail. Visit Contact Us for more information.
Visit Manage Bank for more information.
How do I add or update my beneficiaries?
For IRA's (including Roth IRA's)
Log In with user name and password.
Select the Profile link in the left navigation.
Select Beneficiaries under Account Management.
Note: Beneficiary designations on taxable mutual fund accounts cannot be viewed or managed through our website. For information regarding your current taxable beneficiary designation, please call us.
Please review the Transfer on Death Rules and download Transfer on Death (TOD) Agreement.
Visit Manage Beneficiaries for more information.
How do I update my mailing address and phone number?
You may update your mailing address or phone number by choosing one of the following options:
Online
Log In with user name and password
Select the Profile link in the left navigation.
Select Phone Number and Mailing Address under Profile Management.
Make the appropriate changes then select the Submit button.
Note: This option is not available for non-matured Giftrusts, foreign addresses and post office boxes.
By Phone
Please call us. We are available to assist you by telephone weekdays from 8 a.m. to 6 p.m. Central time.
In Writing
Fax or mail detailed signed instructions. Our contact information is available here.
Note: If you want to change your mailing address to a post office box or a foreign address, you must call us or submit written instructions.
How do I update my email address?
You may update your email address by choosing one of the following options:
Online
Log In with your User Name and password.
Select the Profile link in the left navigation.
Select the Email Addresses link under Profile Management.
Select [edit] to edit the displayed email address, or [add] to add a new email address.
Make your change and select the Submit button to activate your change
By Phone
Please call us. We are available to assist you by telephone weekdays from 8 a.m. to 6 p.m. Central time.
In Writing
Fax or mail detailed signed instructions. Our contact information is available here.
How do I update my name?
Please complete and submit a Notice of Name Change Form and return it to our office along with a copy of the legal document supporting the name change (i.e. marriage certificate, divorce decree, etc.).
How do I add or remove an account owner?
Please complete and submit a Transfer of Ownership form to update the owners for your account(s). Instructions on how to complete the form depend on your situation. If your situation is not outlined on the form, please call us.
How do I go paperless?
If you wish to receive electronic communications from American Century Investments, you must be registered for a My Account Page. Once registered, please use the following steps to enroll in eCommunication.
Log In with your User Name and Password
Select the Profile link in the left navigation.
Select the eCommunication link under Preferences Management.
Choose an option for how you want to receive your important documents. If you have been granted access to other accounts, repeat steps 3 and 4 for each account. Select the Submit button. Verify your delivery options are correct. Read the eCommunication Agreement and select the Accept button.
Note: Not available for all account types.
Visit eCommunication for more information.
Where do I locate account maintenance forms?
To download and print various account maintenance forms, please visit Forms & Applications. Completion instructions are provided on each form.
How do I designate a Trusted Contact?
Download and complete the form, following the instructions to Designate a Trusted Contact.
Account Transactions
How do I make an investment?
Invest, purchase, and buy are all common terminology for putting money into a mutual fund account. To purchase into a new fund or invest more in a fund you already own, please use the following options.
Online
Log In with your User Name and Password.
Select your account
Find the name of the fund
Select the Transact dropdown
Select Buy
Continue with the prompts to complete your purchase
Please visit Buying Funds for more information.
By Phone
Please call us. We are available to assist you by telephone weekdays from 8 a.m. to 6 p.m. Central time.
In Writing
Submit investments by check to American Century Investments®. For ease, we recommend using our Additional Investment form to submit your instructions. The check will be deposited based on the instructions that you provide.
Please visit Contact Us for address information.
How do I move money between funds?
The word exchange is commonly used when referring to moving money from one fund to another. You are exchanging from one mutual fund to another by selling shares out of one fund and purchasing into another fund. To exchange money or shares between mutual funds, please use one of the following options.
Online
Log In with your User Name and Password.
Select your account
Find the name of the fund
Select the Transact dropdown
Select Exchange
Follow the prompts to complete your exchange
Please visit Exchanging Funds for more information.
By Phone
Please call us. We are available to assist you by telephone weekdays from 8 a.m. to 6 p.m. Central time.
In Writing
Submit signed detailed instructions to American Century Investments. We can accept your instructions by mail or by fax. Please visit Contact Us for address information.
How do I withdraw money from my account?
Redeem, sell, and withdraw are all common terminology for removing money from a mutual fund account. To withdraw money from your mutual fund account, please use the following options.
Online
Log In with your User Name and Password.
Select your account
Find the name of the fund
Select the Transact dropdown
Select Sell
Follow the prompts to complete your sale
Please visit Redeeming & Selling Funds for more information.
By Phone
Please call us. We are available to assist you by telephone weekdays from 8 a.m. to 6 p.m. Central time.
In Writing
Submit signed detailed instructions to American Century Investments. We can accept your instructions by mail or by fax. Please visit Contact Us for address information.
Note: Redemption proceeds will be sent as follows:
By ACH to a Bank:
Allow 2-5 business days for delivery
By Check by Regular Mail:
Allow 7-10 calendar days for delivery
How do I add or update automatic transactions?
Online
Log In with your User Name and Password.
Select your account
Find the name of the fund
Select the Transact dropdown
Select Auto Invest
Follow the prompts to complete your automatic transaction
By Phone
Please call us to add or update automatic transactions.
In Writing
Please submit signed instructions by mail or fax. You can also complete and submit an Automatic Transactions form.
Please visit Automatic Investments for more information.
EXCHANGES & REDEMPTIONS
By Phone
Please call us to add or update automatic exchanges or redemptions.
In Writing
Please submit signed instructions by mail or fax. You can also complete and submit an Automatic Transactions form.
Note: Automatic exchanges and redemptions are not available online.
How do I update my distribution options?
By Phone
Please call us to update your distribution options.
In Writing
Please submit signed instructions by mail or fax.
Note: Distribution options changes are not available online at this time.
Brokerage
Brokerage
Why do I have to fill out a new application when I already have mutual fund accounts with American Century Investments®?
The laws and regulations that govern brokerage companies and mutual fund companies are different. According to the regulations governing brokerage companies, we are required to obtain additional information from brokerage customers.
How do I send a bank wire to American Century® Brokerage?
You can send a bank wire by contacting the financial institution that will be wiring the assets to us. When requesting the wire you should instruct the financial institution to address the wire to:
ACB Bank Information:
BNY Mellon
1 Wall Street
New York, NY 10286
Phone:
1-888-345-2071
ABA Routing Number:
021000018
For Credit to:
Pershing LLC
Pershing Account Number:
890-051238-5
For Further Credit to:
Client's Name and American Century Brokerage Account Number
Swift Code for International Wires:
IRVTUS3N
How do I transfer my account from an outside financial institution to American Century Brokerage?
You can transfer "in-kind" (without liquidating your shares or incurring a taxable event) many of the securities or mutual funds you own with other financial institutions. A Transfer Form is included for this purpose in the brokerage information kit. Additional Transfer Forms can be downloaded from Forms & Applications. You may be subject to transfer fees by the financial institution from which you are transferring. If you are charged a fee for transferring your assets to us, you can call a Brokerage Investment Specialist at 1-888-345-2071 to see if you are eligible for a rebate on all or a portion of the fee.
What are your commissions, margin rates and account fees?
Review our Fees & Commissions for trading stocks, bonds, options, mutual funds and precious metals. Please note that online trading is limited to stocks, options and mutual funds. Other securities and precious metals trades must be placed directly with one of our Brokerage Specialists at 1-888-345-2071. Fees and Commissions brochures are also included in our brokerage information kits.
Can I own non-American Century Investments' mutual funds in my brokerage account?
Yes. The FundChoice Service℠ offers most American Century Investments' mutual funds, plus thousands of no-load funds. Over 1,500 no-load funds are available with no transaction fees, while over 3,000 no-load funds are available with a transaction fee. There are no transaction fees to sell load funds, but the sales load or fees may apply.
Where can I find a complete list of funds offered through American Century Brokerage?
You can find a complete list of the mutual fund families in the Fund Choices section. Or, look up a fund by requesting a mutual fund quote when logged in to your brokerage account. Once logged in, you also can use FundScan™, an online mutual fund screening and sorting tool. FundScan can help you create a customized list of funds based on the criteria that you select.
How can I get research and information about stocks or mutual funds?
When you log in to your brokerage account, you'll have access to online news and FundScan™ mutual fund and ETF screener.
Can I buy a stock and then send you a check in the mail?
No. In order to purchase stock or other securities in a brokerage account, sufficient funds (or, in the case of a margin account, marginable securities) must be in the account on the day the order is placed.
Can I reinvest my stock or mutual fund dividends?
Yes. Many of the stocks and funds available through our brokerage service are available for dividend reinvestment. Please let one of our Brokerage Investment Specialists know if you would like any of your holdings set up for dividend reinvestment.
Can I buy IPOs through American Century Brokerage?
Initial Public Offerings (IPOs) are not available through American Century Brokerage at this time.
What types of accounts are available with American Century Brokerage?
In addition to the Standard Account, we offer the Corestone Account™ and IRA Account.
Visit Brokerage Account Types for more information.
How can I trade with American Century Brokerage?
You can place stock, option and mutual fund trades in any of the following ways:
Online
At americancentury.com
By Phone
Using TeleSelect, our automated information and trading line at 1-888-345-2091. Quotes and account information also are available: By telephone with a Brokerage Investment Specialist Monday - Thursday, 8 a.m. to 6 p.m. and Friday, 8 a.m. to 5 p.m. Central Time toll-free at 1-888-345-2071.
In Person
Visit any of our two Investor Centers.
Note: Precious metals and fixed-income securities are not available for quotes or trading either online or using TeleSelect. Please contact us or visit an Investor Center to request a quote or place a trade in precious metals or fixed-income securities.
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.