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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, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Best practices for protecting their account

For your clients: Best practices for protecting their account


Security is a joint effort. As soon as possible after opening an account, we encourage investors to: 

1.   Create a smart, custom password.

  • Their password should be unique and used only on capitalgroup.com.
  • Longer passwords are stronger than shorter, more complex ones. We recommend at least 12 characters, using a combination of letters, numbers and symbols that are meaningful only to them.

    Tip: An easy way for an investor to make a memorable password is to create a sentence or phrase incorporating letters, numbers and symbols.
    Example:  IL0veTac0s:)

  • User names, account numbers and passwords should not be shared. Investors should be wary of requests for personal information online, by email or by phone.


Use our single sheet to help clients register their accounts online.


2.   Activate account activity and security notifications and keep their email address up to date.

These notifications are automatically activated the first time your clients log in to their account. Notifications help investors monitor their account and respond more quickly to prevent fraud because we alert them immediately by email if changes to their account are initiated online. We notify them again when a change is processed.

Account activity notifications — Alert clients to transactions (e.g., withdrawals) or other account changes (e.g., bank information changes).

Security notifications — Alert clients to changes to personal information: physical address, email address, statement delivery preference, username or password.


3.   Sign up for paperless delivery of important documents.

For clients who turn off paper delivery of statements, tax forms and other documents, we will notify them by email as soon as those documents are available to access through secure login. With paperless delivery, your clients don't have to worry about shredding papers, and documents will never get lost in the mail.

Learn more


How we protect your clients’ accounts

See how American Funds protects your clients’ online accounts.


Fraud basics

Review types of online fraud and how to recognize them.

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. Use of this website and materials is also subject to approval by your home office.

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.