SEPTEMBER 26, 2017
Our Client Accounts dashboard is your secure gateway to access American Funds accounts using your Vision login credentials. The dashboard helps you prepare for client meetings by summarizing your clients' activity and assets as well as alerting you to potential client touchpoints.
Take advantage of:
5 Message Center
Get potential client touchpoints.
• Advisor Reminders are updates from American Funds about business-related events that may concern you.
• Client Account Updates show account activities that may require your attention and confirmations of transaction activity that have taken place on a client’s account.
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.