PNC Investments Account Types

PNC Investments offers several types of brokerage accounts to cater to different investing styles and preferences:

• Brokerage Plus Account
• Designed for clients who prefer flexibility in managing their investments.
• Allows for online trading and access to a dedicated financial advisor.
• Zero commission trades for equities, ETFs, and mutual funds.
• No minimum deposit requirement to open the account.
• Classic Investment Account
• Ideal for clients who want personalized recommendations from a dedicated PNC Investments professional.
• Access to a wide range of financial products and analytical tools.
• Support from a team of professionals via phone for transactions and inquiries.
• Online access to account information and electronic statements.
• Retirement Accounts (IRAs)
• Options include Traditional IRAs, Roth IRAs, and SEP IRAs.
• Each account type has different tax implications and eligibility requirements.
• Education Accounts (529 Plans)
• Tax-advantaged accounts designed to encourage saving for future higher education expenses.

PNC Investments Broker Account Opening Process

Opening a brokerage account with PNC Investments is straightforward and can be done through the following steps:

• Visit a Local Branch or Call
• You can open an account by visiting a local PNC branch to speak with a PNC Investments professional or by calling 1-855-PNC-INVEST (1-855-762-4683).
• Provide Required Information
• You will need to provide personal information such as your name, address, date of birth, and other identifying information.
• Identification, such as a driver's license, may also be requested.
• No Minimum Deposit
• There is currently no minimum deposit required to establish a Brokerage Plus account; however, funds and/or securities must be deposited and available before trading can begin.
• Complete the Application
• Fill out the necessary forms and agreements as instructed by the PNC Investments representative.
• Account Approval
• After submitting your application, you will receive confirmation of your account setup and can begin trading once your account is funded.