Advisor Service Education
Manage your American Funds book of business online
Look up a client’s account, submit forms and do more online.
View your personalized alerts, recent transactions and more.
Process transactions in Client Accounts with ease.
Set up and manage client accounts
Everything you need to manage your clients’ accounts is in our online Service Center.
- Account guidelines and forms
- Answers to common questions
- Popular resources
Learn about tools like Client Accounts, the online Service Center and more.
Save time and send us client forms and documents electronically. Upload anything that doesn't require a signature guarantee or original certification.
Reports are available for your clients’ required minimum distributions (RMDs), contributions and beneficiary designations.
Easily track your book of business with Client Accounts
- Personalized alerts
- Recent transactions
- Total assets and client list
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.
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.