Getting Started


Insights, tools and resources for those who haven’t yet begun investing, or those who have started investing within the last five years.

We understand that at this stage, you may be:

Building your financial foundation

In the earlier stages of your career, and likely to change jobs a few times

Learning the basics of saving and investing

Insights & Guidance to Support Your Goals

Invest

The Importance of Asset Allocation

Determining the appropriate mix of investment types for your portfolio is one of your most important tasks as an investor.

3:10 min video

Invest

Leaving Your Employer? Explore Options for Your Old 401(k)

As you change jobs or retire, you have important decisions to make regarding the retirement assets you have accumulated in your old 401(k)s.

2:17 min video

Invest

The Value of Pairing Your 401(k) with an IRA

Your employer-sponsored plan is just a starting point. Find out how supplementing your 401(k) plan with an IRA can help you maximize your retirement assets.

2:47 min video

Invest

Millennials Are Great at Saving. But Is That Enough?

Find out how younger investors are preparing for the future.

3 min read

Invest

Help Achieve Your Investment Goals with a Managed Account

Learn about the benefits of using a managed account in your investments.

2 min read

Invest

Avoid These 5 Money Management Mistakes

To help keep your financial goals on track, be sure to bypass these common financial pitfalls.

4 min read

Invest

6 Ways to Help Improve Your Financial Outlook at Every Life Stage

What should you be thinking about today, at this stage of your life, to improve your financial outlook? Get ideas for your 20s through your 70s and beyond.

6 min read

Invest

A Race to Retirement & Growing Investments Faster

You may be familiar with the fable of “The Tortoise and The Hare,” but in this race there’s a twist due to a basic investment concept called compounding.

1 min read

Additional Tools & Resources

IRA Selection Tool

Determine your IRA eligibility and calculate a projected account value at retirement.
Compare IRAs

Emergency Fund Calculator

Do you know how much you need to have set aside for emergencies?
Find out what you'll need

Budget Worksheet

Have you created a budget that includes investing for retirement?
Begin by creating a monthly budget »

PNC Investments Contact Form

Whether you are just getting started or already underway saving and investing toward your financial goals PNC Investments can help.

Complete this form and we will contact you within 1-2 business days.

All fields required.

Are you an existing PNC Bank customer?
Are you an existing PNC Investments client?

In order for us to assist with your inquiry, please select the range that best matches your situation. Investable Assets is your net worth minus assets that cannot be quickly and easily converted into cash, such as real estate, business equity, personal property, autos, expected inheritances, assets earmarked for other purposes and investments or accounts subject to substantial penalties if they were sold or if assets were withdrawn from them. Investable assets does not include a 401(k) or other retirement plan account with a current employer.

What can we help you with?

PNC Investments can help you make the most of your current retirement planning or help you develop a plan that works for you.


Let us help you better understand the distribution options that are typically available in most plans and provide you with a recommendation that’s personalized to your retirement objectives. If you have IRAs, a 401(k),or other retirement plan accounts from former employers, you may have several options to consider. You should contact your employer’s plan administrator for information regarding the details specific to the plan. Investment choices and retirement payment options will differ based on the option you select, and other costs and expenses may differ. PNC Investments does not provide legal, tax, or accounting advice. Please consult your tax or legal advisor regarding any tax or other implications when making a decision regarding your retirement assets.


Get assistance reviewing your investment goals and the products or accounts that will help you achieve your goals.


Ask questions and receive guidance on preparing for higher education expenses.


PNC Investments respects your privacy. Please read our Privacy Policy for more information.

In order for us to contact you as requested, you must read this authorization and check the box before submitting.

By completing this form, you are authorizing PNC Investments LLC, an affiliate of PNC Bank, N.A., including its agents and affiliates (PNC), to contact you (via email and /or phone) about PNC, its products and services and about any of your accounts with PNC that you have at this time or in the future for the purposes that you have indicated in the form. If you have registered or will register with a federal or state "do not call list" or you have asked PNC to not call you, you are expressly consenting that PNC may contact you at the number(s) you have provided for the purposes described above. CELL PHONES: If you have provided your cell phone number as your contact number, you understand and agree that PNC may use auto-dialer equipment to contact you or leave a pre-recorded message.

How PNC Investments Does Business

Learn how PNC Investments does business, including our qualifications, business practices, fee schedules, and options for how you can work with us by reviewing our Client Relationship Summary, Overview of Products and Services and more. View Details »