Looking for Investment* Guidance?
We Can Help With a Personalized Approach
Your investment goals and financial considerations are unique to you. As a Fifth Third Preferred Program member, you will receive access to a dedicated, local Investment Professional.
A Dedicated Investment Professional
Your Investment Professional can work with you to develop your personal investment strategy, and help you select investments based on your goals and time horizon.
A Wide Array of Investment Solutions
As a Fifth Third Preferred Program member, you have access to a spectrum of investment options, including individual stocks and bonds, mutual funds, annuities, ETFs, and professionally managed portfolios to meet your investment needs.
Preferred Program members can benefit from a wide array of exclusive savings and benefits for your investment needs, including:
- No annual custody or recordkeeping fee on brokerage accounts1
- Reimbursement for up to $75 in "transfer-out" fees2
- No "transfer-in" fees3
- Discounted self-directed online trades
As a Fifth Third Preferred Program member, your Investment Professional can provide investment guidance and help you plan for retirement. No matter where you are along your journey to retirement, we can assist you with a broad array of retirement strategies to help you prepare.
Planning for College Education
In addition, your Investment Professional can help you take steps to prepare for a loved one's education, with a range of education strategies that include tax-advantaged4 529 Plans†.
Disclosures
†Before investing, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.
529 Plans may be subject to certain restrictions. By investing in a Plan outside your state of residence, you may lose any state tax benefits. Non-qualified withdrawals are subject to federal and state income tax and a 10% penalty.
Investors should consider the fund's investment objective, risks, sales charges, expenses, and ongoing fees carefully before investing or sending money. This and other important information about municipal fund securities, including 529 Plans, can be found in the issuer's official statement. To obtain an official statement, please ask your Investment Professional. Please read the official statement carefully before investing.
- $25 annual Custody and Recordkeeping account fee for brokerage accounts will be waived.
- When moving at least $25,000 in assets to a Fifth Third Securities or Preferred Investment Management account.
- When you make asset transfers from other financial institutions to a Fifth Third Securities or Preferred Investment Management account.
- Fifth Third Securities does not provide tax advice; consult your tax advisor.
*Fifth Third Bank provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Securities and investments offered through Fifth Third Securities, Inc. and insurance products:
| Are Not FDIC Insured | Offer No Bank Guarantee | May Lose Value |
| Are Not Insured by any Federal Government Agency | Are Not A Deposit | |
Insurance products made available through Fifth Third Insurance Agency, Inc.
Investments, variable annuities and brokerage accounts are offered through Fifth Third Securities, a wholly owned subsidiary of Fifth Third Bank. Fixed annuities are offered through Fifth Third Insurance Agency Inc., a wholly-owned subsidiary of Fifth Third Bank.
