Download and print statements

Download and print quarterly statements

Log in to your account and click the Statements & Tax Forms link at the top of the page. 

• To download and print your quarterly statements, click Download statement
• You can download and view your tax forms from this page by clicking the link for the applicable tax form
   

Notes:

• Statements and tax forms are organized by year, with your documents for the current year appearing first
• Statements are typically available on the first business day in January, April, July and October
• Once you’ve clicked to download a statement, your web browser will display options to open the document. If your browser does not display options to open it, check your browser’s download settings to locate the file on your device. 
   

Print your balances

When you need an official account balance document to provide to a third party due to a life event (e.g., loans, inheritance or divorce) or for your own files, you can print an official current or historical account balance document that includes the Capital Group/American Funds logo. You can also print a customized statement with your balance on a specific date.

To print a current balance

1. Log in to your account
2. Locate the printer icon under Your Portfolio and click Print

Important: Do not use your browser’s print function.

To print a historical account balance

1. Log in  to your account
2. Under Portfolio Value History, click Look Up Historical Balances
3. Enter the applicable date and click Submit
4. Locate the printer icon and click Print

To print a statement showing a historical account balance

1. Log in to your account
2. Under Portfolio Value History, click Look Up Historical Balances
3. Select a quarter-end from the drop-down menu or enter a specific date and click Submit
4. Click Download Account Balance Statement to download and print the custom PDF created