CLIENT ACCOUNTS

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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Help: Client Accounts

The Vision credentials you use to log in to DST Vision® also give you access to Client Accounts on the American Funds website. Log in to Client Accounts with your Vision ID and password to access a wide range of features to help manage your book of business.

From the Client Accounts Login on our website, click Forgot ID? or Password reset.

If you need additional assistance with your Vision ID and/or password, contact DST Vision Support at (800) 435-4112 from 7:00 a.m. to 5:00 p.m. CT, Monday through Friday.

Client Accounts gives you access to your American Funds client list and accounts.

In Client Accounts, you can:

• Review reminders and client account updates in your personalized Message Center
• View current and historical balances
• Process retail, IRA and 529 distributions
• Process exchanges and rebalances
• Link a bank account to purchase shares
• Update client addresses
• View/print statements and tax forms
• Add/modify automatic plans

Learn more about what you can do in Client Accounts.

DST Vision gives you access to your client accounts at American Funds and other fund families.

In DST Vision, you can:

• View total assets under management
• Create customized client portfolios by grouping American Funds accounts and other fund family accounts together
• View current and historical balances
• Process retail account distributions
• Process exchanges
• View/print quarterly statements and tax forms
• Add/modify automatic plans

If you can’t complete a task in DST Vision, you may be able to in Client Accounts. Learn more about what you can do in Client Accounts.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.