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Classic Investment Account

Offered by PNC Investments

For clients who prefer to work with a dedicated PNC Investments professional who can provide objective, personalized guidance.

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Get Up to $5,000

For a limited time, get a cash bonus when you fund a new or existing PNC Investments Managed Account.

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Investment Offer
Key Features
Guidance

PNC Investments will work with you every step of the way; simply call to make a trade or transaction

Customization

A dedicated PNC Investments professional will 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 guidance.

  • 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

Associated Products & Services

The following information may be provided by PNC Investments affiliates, including PNC Bank, PNC Wealth Management® or PNC Institutional Asset Management®:

Brokerage Plus®

Access a broad range of equities and ETFs, plus thousands of mutual funds, including commission-free (No Transaction Fee) funds. Transfer money online between your eligible PNC Bank accounts and PNC Investments accounts.

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PNC Directions®

PNC Directions is a mutual fund and exchange traded fund (ETF) advisory program designed for investors taking those first steps toward achieving their financial goals. This account makes the process of investing easy and accessible by utilizing mutual funds and ETFs managed by our affiliates.

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Individual Retirement Accounts (IRAs)

Using both an IRA and an employer-sponsored plan, such as a 401(k), provides the opportunity to invest more for your retirement.

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Related Resources

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.

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.

The PNC Financial Services Group, Inc. All rights reserved.