Service & Support

Resources and information for managing your account

Popular tasks

Register for online access

Learn how to register online and the benefits of having 24/7 access.

Take a withdrawal

Learn how to take one-time and automatic withdrawals from your account.

Update account information

Learn how to update your name, address, phone number and more.

Make an investment

Learn how to make one-time and automatic investments and roll over money into your account.

Go paperless and be notified as soon as your documents are available

Get your documents faster with paperless delivery — up to two weeks faster than you would by mail.


Update your account

View all account update topics


Update your personal information

Get information to help you update your name, beneficiaries, contact information and more.

Link a bank account

Learn how to link or update your bank account for investing into and withdrawing from your account.

Review mailings and statements

Learn about documents and mailings you may receive and how to update your delivery preferences.

Transact on your account

Investments and contributions 

Learn how to make one-time and automatic investments and how to roll over or transfer funds from another institution.

Withdrawals and distributions

Learn how to take one-time and automatic withdrawals from your account.

Automatic transactions

Learn what automatic transactions are available and how to set them up on your account.

View all transaction topics


Rollovers and transfers

Incoming IRA rollovers and transfers

Learn how to roll over or transfer assets from an IRA, 401(k) or other employer-sponsored retirement account into an IRA at Capital Group.

Incoming CollegeAmerica® 529 rollovers

Learn how to roll over or move an education account into a CollegeAmerica® account at Capital Group.

Find information on completing transactions and updates by account type

Contact us

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

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