See How ‘Client Accounts’ Is Different From Vision | Capital Group


SEPTEMBER 12, 2017

See How ‘Client Accounts’ Is Different From Vision

Our Client Accounts feature provides secure access to your American Funds accounts using your Vision login credentials.

Shareholder Portfolio Screenshot_400w

The streamlined layout allows you to view and transact on multiple funds at once, saving you time so you can focus on connecting with clients and building your business.

More Benefits:

  • View portfolio value history and personal rate of return
  • Receive reminders and client account updates
  • Update automatic transactions by client portfolio
  • Expedite check delivery
  • Submit documents online — anything you currently fax is eligible

Feel free to share this information with your assistant.

Log in to 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. 

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.