American Century Investments 6.2.2

Stay connected to your investments with our mobile app. It is tailored to assist you in managing your investments effectively.

The application is compatible with iPhone 7 and newer models. Currently, features are accessible for individual investor mutual fund, brokerage, and workplace retirement plan participant accounts. However, transactional capabilities are not supported for brokerage, workplace retirement plan, and Private Client Group accounts. The app cannot be used with 529 college savings accounts.

Stay In Tune to the Markets

Market fluctuations can impact your investments; hence, adopting a long-term perspective is imperative. This approach aligns with our investment philosophy regardless of market conditions.

Check Balances on the Go

Utilize the My Total Assets screen to:

• Your total balance
• An interactive balance history chart to customize timeframes or view a specific day's balance
• Individual account balances with the option to personalize each account name
• Your investment performance at the last market close
• The percentage of change day-to-day

Invest More for Your Goals

Expanding an existing account is streamlined:

• Select "Buy" for the desired fund, enter the amount, and choose your bank
• A linked bank account is required
• Only applicable to existing traditional IRA, Roth IRA, and mutual fund accounts

Withdraw Funds Easily

When withdrawing funds from retirement and non-retirement accounts:

• Select "Sell" for the fund to redeem from, input the amount, and designate your bank account

View Personal Performance

Evaluate your investments' performance weekly, monthly, yearly, or over your investment period to make informed decisions and assess risk.

Review Retirement Progress

• Monitor your progress towards the annual contribution limit
• Check your retirement investments' total balance

View Recent Transactions

Review transactions from the past 90 days in Recent History, excluding workplace retirement plan, 529, brokerage, or Private Client Group accounts.

Make Changes Quickly

• Update email addresses and set a primary email for your account
• Adjust your password and manage biometric settings (facial and touch recognition) for security
• Show or hide zero balance accounts at your discretion

This content is intended for educational purposes only and should not be taken as investment advice.

Brokerage services are offered by American Century Brokerage, a division of American Century Investment Services Inc., a 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 catering primarily to clients with a minimum investment of $50,000. Contact us for personalized service options. The advisory service offers discretionary investment management subject to applicable fees. All investments involve risk.

©2023 American Century Proprietary Holdings Inc. All rights reserved.