Classic Investment Account 
Offered by PNC Wealth Management

For clients who prefer to work with a dedicated PNC Wealth Management professional who can provide objective, personalized recommendations.

Key Features

Recommendations

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

Customization

A dedicated PNC Wealth Management 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 Wealth Management accounts, and view statements online.

 

A Classic Investment Account is for clients who prefer to work with a dedicated PNC Wealth Management professional who can provide personalized recommendations.

  • PNC Wealth Management will help to clarify your investment objectives and risk tolerance.
  • Access a broad range of financial products and services through your PNC Wealth Management professional.
  • Access analytical tools and reports, including Morningstar and CFRA 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 Wealth Management accounts.

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Associated Products & Services

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

Brokerage Plus®

For clients who like flexibility when it comes to managing their investments – plus the convenience of independent, online trading.

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 and other non-affiliates.

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.

Related Resources

Resources

Your Retirement Planning Journey

Whether you’re just getting started or have been saving and investing for some time, make the most of your retirement assets with our educational resources.

Products

Custodial Accounts (UTMA)

A custodial account under the Uniform Transfers to Minors Act (UTMA), available through PNC Wealth Management, allows you to save for your child or grandchild's future needs, including higher education expenses.

Finance & Reporting

Economic Reports

PNC's economists provide analysis and forecasts of national, regional and global economic and financial trends provided in a variety of publications.