Help with who can access my accounts

Any American Funds shareholder can access your account and include it in a Custom Portfolio View they’ve created, but only if he or she has your account number and password.

A custom portfolio view is a convenient way to organize and manage different American Funds accounts online. For example, you can create a custom view that includes accounts tied to a specific goal (e.g., retirement or college) or to specific people (e.g., your accounts, your children’s accounts or your parents’ accounts). You can save a custom view and access it anytime to view balances, track investments and make transactions.

One way to prevent other shareholders from adding your accounts to a custom view in the future is to change your account password. Remember not to share your new password with others.