Managed Accounts

Accounts Managed on Your Behalf

Why a Managed Account?

With a PNC Wealth Management Managed Account, you'll work alongside a financial professional to develop a personalized investment strategy and receive ongoing account monitoring and professional management.

PNC Directions

PNC Directions is a mutual fund and exchange traded fund investment advisory program designed for investors taking those first steps toward achieving their financial goals. Unlike other managed account services that may require a large, upfront investment, PNC Directions requires only a $5,000 minimum initial deposit for a portfolio consisting of mutual funds or exchange traded funds.


Capital Directions

Capital Directions is a flexible, unified managed account program where professionally managed portfolios are combined within a single account constructed to align with your investment objectives and risk tolerance. Investment advisors buy and sell ETFs, mutual funds, stocks and bonds on your behalf. Minimum account size: $50,000.


Portfolio Solutions

Portfolio Solutions is a flexible managed account experience. Investors can choose to work with a PNC Wealth Management Advisor to customize a portfolio, or select from approved third-party asset managers to pursue a specialized investment strategy.


Bank Deposit Sweep Program

If your account is eligible, cash balances awaiting investment in your account will automatically be swept to an interest bearing, FDIC insured deposit account at our affiliate bank, PNC Bank, N.A. Please see the following for important information, including current rates, on our Bank Deposit Sweep Program.


You should understand that:

As with all investments, investing in securities offered through managed accounts involves risk.

  • Past performance is no guarantee of future results.
  • Certain market and/or interest rate risks could adversely affect any investment, and could cause a loss in your account.
  • The risk parameters that you provide your advisor are guidelines only; there is no guarantee that they will be met or exceeded.
  • Shares of any particular fund may fluctuate in value and, when redeemed, may be worth less than their original cost.
  • There is no guarantee that a target allocation or fund research recommendation will protect against loss of investment.
  • The number and variety of investment options available through PNC Directions may be limited. (Degree of limitation will be relative to other wide-range investment programs.)

Related Resources

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

Tools

FINRA BrokerCheck

Check the background of PNC Wealth Management on FINRA's BrokerCheck.

Solutions

Advice & Planning

Discover the potential value working with a PNC Wealth Management Advisor can add to your portfolio and your overall financial planning experience.

Thought Leadership

Investment Insights from PNC

Insights and ideas that are part of our commitment to help you lay the groundwork for comfort and stability in the future.

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