Download and print statements

Download and print quarterly statements

Log in to your account and select Statements & Tax Forms on the left side of the page.

Select the link for the applicable statement or tax form to access and download or print the document.

Notes:

• Statements and tax forms are organized by year, with your documents for the current year appearing first.
• Statements are typically available on the first business day in January, April, July and October.
• When you download a statement or tax form, your web browser will display options to open the document. If your browser does not display options to open it, check your browser’s download settings to locate the file on your device. 
   

Print an account balance statement

When you need a document showing your account balance on a given day, you can print an account balance statement.

Log in to your account and select Statements & Tax Forms on the left side of the page. Under Looking for an account balance statement? enter the desired date or select a quarter-end from the drop-down menu, then select Submit. Select the Print icon on the screen.

Account balance statements include the Capital Group logo, should you need to provide the statement to a third party due to a life event (e.g., loans, inheritance or divorce).