How to help clients access their accounts online | Capital Group


NoVEMBER 14, 2019

How to help your clients access their accounts online

We created a new single sheet that provides simple steps to set up an account online. It also shares some of the top benefits of online access, including being able to:

  • check current balances anytime
  • keep contact information up to date
  • get faster access to account statements and tax forms

The single sheet can be downloaded and emailed to clients, or you can order printed copies and share them with clients as you see fit.

You can also familiarize yourself with the account set-up process by taking a few minutes to view the new video on our investor website.

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.