Support Center

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?
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:

  1. Log In with your User Name and Password
  2. Select the Documents link in the left navigation
  3. 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.

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?
  1. Log In with your username and password
  2. Select your account
  3. Select the Documents Tab
  4. 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.

Contact Us to obtain your account number by phone.