We recognize that your investment and technology needs continue to evolve, and Capital Group is committed to evolving with you. Your new online account experience features an improved design with intuitive navigation and enhanced functionality, making it easier to manage your account(s).
When you access the new experience, you’ll be prompted to register, even if you’ve accessed your account online in the past. Once registered, you’ll gain access to:
- Increased account security: Additional layers of security include 2-step verification options and new account notifications whenever there’s activity on your account.
- Improved design and layout: Intuitive navigation helps you quickly locate your account balance and returns, your financial professional’s contact information and more.
- Enhanced functionality: A streamlined user experience makes it easy to complete investments, exchanges and withdrawals, with additional tax withholding and overnight delivery options. We’ve also improved how you manage automatic transactions, making it easy to apply changes at the account level versus fund by fund.
Visit New online account experience FAQ for more information.
Get help registering your account online
Follow these step-by-step instructions to register your account online.
Use this guide for help with your account
Refer to this guide for help with registering and key tasks available online.
Tour your account online
Tour your new online account and find out how to complete common tasks, transactions and more.
Frequently asked questions (FAQ)
We recognize that your investment and technology needs continue to evolve, so we have enhanced the part of the website where you log in to access your account, check your balance, make account updates and complete transactions.
When you log in to your account, you’ll be automatically prompted to create new login credentials to access the new experience, even if you’ve accessed your account online in the past.
Once you log in, you’ll notice an updated design. For details on additional updates, visit New features/benefits in New online account experience FAQ.
Unless you are explicitly named as an owner or authorized individual for certain account types (e.g., non-profit organizations), you will not be eligible for online access. Please review your statements, contact your financial professional or call us for further assistance.
The following resources are available to help with creating your new login credentials and accessing the new experience:
- Refer to this guide.
- Watch this video.
- Contact us at (800) 421-4225 from 8 a.m. to 7 p.m. ET, Monday through Friday. Please note, you may experience longer-than-normal wait times.
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.