Account updates

Procedures and guidelines to update your contact information and account options

Popular tasks

Investor welcome center

Resources for investors new to Capital Group

Access statements

Account mailings and quarterly statements

Add/update bank

Adding and updating your bank information

Change name

Updating your contact information

Change beneficiary

Viewing and updating beneficiaries

Gift shares

Gifting shares of American Funds

Life event guides

Use these guides during times of change and major life events like changing jobs, marriage, a new child or dependent, retirement and more. Each guide provides account updates and actions that frequently occur during these events for you to consider.

Related information

Ordering money market checks

Review what account types are eligible for the check-writing option and how to order and reorder checks.

Closing an account

Review the process for closing an account and what to expect after an account is closed.

Understanding signature guarantees

Review signature guarantee requirements and learn when one may be needed.

Download to Quicken

Review how to download account information into Quicken.

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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