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Guidance
PNC Investments will work with you every step of the way; simply call to make a trade or transaction
Classic Investment Account
Offered by PNC Investments
For clients who prefer to work with a dedicated PNC Investments professional who can provide objective, personalized recommendations.
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Fill out this simple form and a PNC investment professional will get in touch with you.
Key Features
Customization
A dedicated PNC Investments professional can help you tailor a financial plan to help meet your needs and goals with our wide product suite
Ease
Transfer money between eligible PNC Bank and PNC Investments accounts, and view statements online
Overview
A Classic Investment Account is for clients who prefer to work with a dedicated PNC Investments professional who can provide personalized recommendations.
- PNC Investments will help to clarify your investment objectives and risk tolerance
- Access a broad range of financial products and services through your PNC Investments professional
- Access analytical tools and reports, including Morningstar and S&P research
- Work with a team of support professionals via phone, who provide help with transactions or answer questions
- View account information online, including electronic statements and other account documentation
- Transfer money online between your eligible PNC Bank and PNC Investments accounts
Account Details
Pricing & Fees
PNC Investments Overview of Products and Services
Bank Deposit Sweep Program Rates
PNC Investments Core Sweep Program Rates & Disclosure »
Associated Products & Services
The following information may be provided by PNC Investments affiliates, including PNC Bank, PNC Wealth Management® or PNC Institutional Asset Management®:
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 »
Important Legal Disclosures and Information
This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.
Important Investor Information: Brokerage and insurance products are:
Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value
Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.
View the PNC Investments Business Resiliency Planning Customer Disclosure.
View Important Information About Order Routing and Execution.
This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.
PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.
PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.
Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.
Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.
