Stay connected to your investments with our mobile app. It’s designed to help you be the investor your world needs.

Currently features are available for individual investor mutual fund, brokerage and workplace retirement plan participant accounts. Transactional features are not available for brokerage, workplace retirement plan and Private Client Group accounts. The app is not available for 529 college savings accounts.

Stay In Tune to the Markets
Market activity can impact your investments but keep a long-term view. That’s how our professionals position our investments regardless of what markets do.

Check Balances on the Go
View your accounts on the Dashboard screen and find:

• Your total balance
• An interactive balance history chart where you can tap and drag for a custom timeframe or a specific day's balance
• Individual account balances and the ability to personalize each account name
• Your investment performance at the last market close
• The percentage of change from day to day

Invest More for Your Goals
Adding to an existing account is quick and easy.

• Select “Buy” for the fund for which you want to buy shares, key in amount, and choose your bank.
• You must have a bank account on file.
• Available for existing traditional IRA, Roth IRA and mutual fund accounts.

Additional investments into workplace retirement plan, 529, brokerage and Private Client Group accounts are not available through the app.

Access your documents are easier than ever
View, download, and manage tax forms, account statements, and transactions from the tips of your fingers.

View Personal Performance
See how your investments performed this week, this month, this year or over the total years you’ve invested. Reviewing performance can help you:

• Make investment decisions
• Evaluate your risk

Review Retirement Progress
Stay on top of this major goal and:

• See the annual contribution limit and how close you are to it.
• View your Required Minimum Distribution (RMD).
• View your retirement investments total balance.

View Recent Transactions
Review transaction activities from the past 90 days in Recent History. Not available for workplace retirement plan, 529, brokerage or Private Client Group accounts.

Make Changes Quickly

• Manage email address updates and indicate your primary email for your account.
• Manage your phone number and add up to two numbers on file.
• Manage your primary address or mailing address.
• Change your password and manage your biometric settings (face and touch recognition) for your security.
• Manage bank accounts on file.
• Manage Beneficiaries for retirement accounts.
• View and update your Cost Basis methods for your individual holdings.
• View and update your e-Communication preferences for your accounts.
• View or hide zero balance accounts, and toggle back and forth.

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.

Brokerage services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, Member FINRA, SIPC®.
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.

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