Service tools overview

Account Resource Center 

Take a tour to discover how easily you can find forms, verify guidelines and access other helpful resources.

Helpful online tools

Explore how our tools can help you submit documents online, order reports and more.

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Use Client Accounts to manage your book of business

Learn how to: 

  • Get a Vision ID to link to your Capital Ideas Pro™ login
  • Complete transactions
  • Receive updates in your personalized message center
     

Order an IRA RMD, beneficiary or contributions report

Stay informed with account activity email notifications

Use Co-browse when speaking with a Capital Group associate

Contact us

Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

For financial professionals only. Not for use with the public.

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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.