Call to discuss this limited-time offer with us.
M-F: 8:30am - 5pm ET
$750,000 or more
We offer a number of managed account options with investment minimums starting as low as $5,000 – making professional money management accessible to every investor.
Exclusions & Conditions
Offer Availability: This offer is available at the discretion of PNC Investments LLC "PNCI" and valid from October 1, 2019 through December 31, 2019, for individuals who open and fund a new, or fund an existing PNCI Managed Account. This offer is available to U.S. residents only. PNCI may modify or withdraw this offer at any time without notice. Other restrictions may apply.
Account Eligibility: Only PNCI Managed Accounts (excluding PNC Digital Advisor) qualify for this bonus program. PNCI Brokerage accounts and changes from one Advisory Account to another Advisory Account are not eligible for this offer. Additionally, the following account types are not eligible: Trusts, Simple IRAs, Corporation, Conservator, Executor, Guardian, Investment Club, LLC, Professional Association or Corporation, Partnership, Sole Proprietorship.
Account Funding: Deposits must be completed within 30 days of a new account opening. Deposits or transfers to an existing managed account must be completed by December 31, 2019.
Cash Bonus Calculation & Crediting: For new accounts, 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. For existing accounts, the bonus amount will be based on the total additional funds added to the account during the offering period and credited to the account in the following year. 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 PNCI for at least 12 months or PNCI may charge back the value of the cash bonus. If opening more than one managed account, each account will be considered individually 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 client for this offering period. This offer is not transferable, saleable or valid in conjunction with certain other PNCI offers.
Tax Considerations: You are encouraged to consult with your tax advisor about appropriate tax reporting and treatment relating to this bonus award and the deposit of the award into an IRA account. Cash bonus awards made into taxable accounts of $600 or more within a calendar year will appear on your consolidated 1099.
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 provided 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.
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.
This document provides information on additional compensation that PNC Investments 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 Investments managed account programs.
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.