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Customer Relationship Summary (Form CRS) October 26, 2022About us American Century Investment Services, Inc. (American Century Investments), which is registered with the Securities and Exchange Commission
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How to fill out brokerage account application

01
Begin by providing your personal information such as name, address, social security number, and date of birth.
02
Choose the type of account you want to open (individual, joint, retirement, etc.) and provide any necessary additional documentation.
03
Answer questions regarding your investment experience, risk tolerance, and financial goals.
04
Review and agree to the terms and conditions of the brokerage firm.
05
Fund your account by transferring money or assets.
06
Submit the completed application either online or by mail.

Who needs brokerage account application?

01
Individuals who want to invest in stocks, bonds, mutual funds, or other securities.
02
Anyone looking to take control of their own investment decisions and manage their portfolio.
03
Investors who want access to a wide range of financial products and services offered by brokerage firms.
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A brokerage account application is a form that individuals must fill out in order to open a brokerage account with a financial institution.
Individuals who wish to open a brokerage account are required to file a brokerage account application.
To fill out a brokerage account application, individuals must provide personal information, financial details, and sign the necessary agreements.
The purpose of a brokerage account application is to collect the necessary information from individuals who wish to open a brokerage account in order to comply with regulatory requirements.
On a brokerage account application, individuals must report personal information such as name, address, date of birth, social security number, as well as financial information and investment objectives.
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