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Client Accounts overview
Learn how to complete transactions, check your client alerts and more in Client Accounts.
General account management
Review Capital Group’s policies, like share classes and breakpoints, fund minimums and more.
Service tools overview
Explore some of our most popular online tools and how they can save you time.
Tuition may be due soon for 529 beneficiaries
Get answers to clients’ distribution questions and more.
Save time — submit your documents online
Discover an easier way to submit client forms and documents.
Share this single sheet with 529 clients
Provide contribution options, limits, deadlines and other key details.
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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.
The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.
Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.