General Information: This offer is made available at the discretion of PNC Wealth Management LLC (PNC Wealth Management) and is valid from September 14, 2026 through November 13, 2026. The offer is available for new PNC Wealth Management Managed Accounts that are opened during the offer period and for additions made during the offering period into existing PNC Wealth Management Managed Accounts. See deposit requirements below.
This offer is available to U.S. residents only. PNC Wealth Management may modify or withdraw this offer at any time without notice. Other restrictions may apply.
Accounts Eligible: PNC Wealth Management Managed Accounts
Accounts Not Eligible: PNC Wealth Management Brokerage accounts, Capital Directions Annuities, Simple IRAs, Conservator, Executor and Guardian accounts.
Deposit Requirements: Existing Accounts: Deposits of eligible assets into existing managed accounts must be completed by November 13, 2026. The net deposit calculation for the cash bonus will be calculated and the cash bonus will be credited to your account within 90 days of confirmation of your total qualifying net deposit at the end of the offering period. The cash bonus will be applied only to the managed account for which the net deposit was calculated. You must maintain the net deposit amount (less market losses, if any) in your managed account at PNC Wealth Management for at least 12 months or PNC Wealth Management may charge back the value of the cash bonus. If opening more than one managed account, each account will be considered separately for payment of the bonus. Deposits made into multiple eligible accounts will not be aggregated to reach a higher bonus level. The value of the cash bonus may not exceed $5,000 per account for this offering period. This offer is not transferable, sellable or valid in conjunction with certain other PNC Wealth Management offers.
Tax Considerations: Existing Managed Account Bonus awards of $2,000 or more made into taxable accounts within a calendar year will appear on your consolidated Form 1099. The $2,000 reporting threshold will be adjusted for inflation beginning in 2027. A Managed Account Bonus made to an Individual Retirement Account (“IRA”) will not appear on the consolidated Form 1099 report. Consult with a tax advisor about appropriate tax reporting and treatment relating to the deposit of the Managed Account Bonus into an IRA.
All loans and deposit products are provided by PNC Bank, National Association, Member FDIC. Loans are subject to credit approval. Certain restrictions and conditions apply.
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 and brokerage services as well as managed account advisory services are offered by PNC Wealth Management 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 (CA License #0B57695).
PNC Wealth Management and PNC Insurance Services do not provide legal, tax, or accounting advice.
View the PNC Wealth Management Business Resiliency Planning Customer Disclosure.
View Important Information About Order Routing and Execution.
This document provides information on additional compensation that PNC Wealth Management receives from certain mutual fund companies, 529 plan program managers and insurance companies.
This document contains information regarding trade away practices of investment managers in the PNC Wealth Management managed account programs.
This document serves as the Retirement Account Customer Agreement for PNC Wealth Management.
This document serves as the Brokerage Account Customer Agreement for PNC Wealth Management.
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 Wealth Management 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 Wealth Management 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.
