Access your client’s account to review their:
Portfolio reviews provide an opportunity to discuss changes in your clients’ goals or to prepare them for retirement. Follow our four-step process to help make your meetings both productive and meaningful.
Review process
Learn how your client’s personal rate of return is calculated, how it differs from the fund results and how to find it online.
Learn more
Review investment insights from Capital Group portfolio managers, economists and analysts who examine the forces driving markets and the global economy.
Get insights
Order reports to review your clients’ beneficiary designations, contributions and required minimum distributions (RMDs).
Order report
Access printable checklists to help you determine how a recent life event impacts your clients’ account.
Visit the PracticeLab for webinars, podcasts and additional resources to assist you with responding to your clients’ life events.
Go to PracticeLab
Visit the Tax Center for year-end dividend and capital gain estimates and other information to help clients with their annual tax filing.
Use a single sheet and other resources to help your clients set up and access their accounts online.
View resources
Compare the features and eligibility requirements of traditional and Roth IRAs.
View chart
Find out how to calculate RMDs, complete distributions, order reports and more.
Go to guide
Review the guidelines and tax considerations for converting an IRA to a Roth IRA and how to recharacterize an IRA contribution.
Review guidelines
Learn how clients can gift shares before the end of the year to make a charitable contribution — and how this can impact their deductions.
Learn more
For financial professionals only. Not for use with the public.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.
Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.