Call to discuss this limited-time offer with us.
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$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.
Learn how PNC Investments does business, including our qualifications, business practices, fee schedules, and options for how you can work with us by reviewing our Client Relationship Summary, Overview of Products and Services and more. View Details »
General Information: This offer is made available at the discretion of PNC Investments LLC (PNCI) and is valid from September 15, 2020 through November 15, 2020. The offer is available for new PNCI Managed Accounts that are opened during the offer period and for additions, made during the offering period, into existing PNCI Managed Accounts. See deposit requirements below.
This offer is available to U.S. residents only and PNCI may modify or withdraw this offer at any time without notice. Other restrictions may apply.
Accounts Eligible: PNCI Managed Accounts (excluding PNC Digital Advisor)
Accounts Not Eligible: PNCI Brokerage accounts, Simple IRAs, Conservator, Executor, and Guardian accounts.
Deposit Requirements: New Accounts: Deposits of eligible assets into new managed accounts must be completed within 30 days of new account opening and will be credited within 90 days of confirmation of your total qualifying net deposit. Deposits made after the first 30 days are considered deposits into existing accounts and will be treated as described. Existing Accounts: Deposits of eligible assets into existing managed accounts must be completed by November 15, 2020. 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. New and Existing: 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 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, saleable or valid in conjunction with certain other PNCI offers.
Tax Considerations: Cash bonus awards made into taxable accounts of $600 or more within a calendar year will appear on your consolidated 1099. 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.
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.
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