Asset Management Account

The First Citizens Asset Management Account^SM (AMA) is a brokerage account that simplifies the way you conduct your investing and gives you greater flexibility to manage your finances through one consolidated account. It combines the features of a brokerage account at First Citizens Investor Services with a checking account at First Citizens Bank. With a First Citizens Asset Management Account (AMA), your money works harder while making your life easier. You have the convenience of a multifaceted account with a consolidated statement from a trusted source.

• This integrated, easy-to-manage account can replace multiple brokerage and bank accounts you may currently hold at other financial institutions.
• The easy-to-read monthly statement presents a clear, consolidated view of your investing and banking activities.
• A Cash Sweep option places your available funds each night into your choice of a tax-advantaged municipal money market mutual fund¹ or an FDIC-insured bank money market account.
• Free online services provide immediate access to your account 24 hours a day, seven days a week.

First Citizens Investor Services has a dedicated Brokerage Call Center where you are able to talk with a licensed individual who can provide you with specific account information, answer questions, assist with trades and quotes, and help you open your Asset Management Account (AMA).

For more information or to open a First Citizens Asset Management Account (AMA), stop by your local branch or call our Brokerage Call Center at 1.800.229.0205 weekdays from 8:00 a.m. to 5:30 p.m. Eastern time.