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.
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 new experience has:
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, 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.
Yes. To enhance the security of your account(s), when you register online, you can request 2-step verification each time you log in. Two-step verification helps to protect your account and identity by requiring a one-time passcode when you log in.
We’ve improved how accounts are grouped online. Now, when you log in, you’ll automatically see all accounts you’re associated with. This means you might notice accounts that were previously accessed through a different login (like an UGMA/UTMA account for a minor) or ones you had to manually add by creating a custom portfolio view.
Yes. Depending on your notification preferences, your new account experience provides you with new notifications regarding activity on your account. They were updated with a new layout and now come from Capital Group Account Notifications at Capital_Group_Account_Notifications@service.capitalgroup.com with a subject line that starts with “Account alert” so you can easily identify them in your inbox. Visit Updates to email notifications for more information and to preview a sample of the updated emails.
We’ve simplified how you complete transactions by adding:
Additional enhancements will be added in the future.
If you have registered online on our previous website, start by logging in to your account and then follow the prompts to create new login credentials.
If you have never accessed your account online, use the Register Now link. Note: your email address needs to be on file in order to access your account online. If you don’t have an email address on file, contact us to add one.
If you have the old login page saved as a bookmark or favorite, you should update it to: capitalgroup.com/individual/accounts/login.
Yes, when you log in to your account and enter your user name and password you’ll be automatically prompted to create new login credentials to access the new experience.*
If you don’t know your user name, contact us. If you don’t know your password, you can reset it by selecting Forgot password? from the login page. If you use a password manager, be sure to update it with your new credentials.
Additionally, secondary owners on some account types can now create their own login credentials to access their account(s) online.
Generally you will be able to use the same user name. Your password will need to meet our website’s updated password requirements.
Yes. Your third-party applications, websites or services were temporarily disconnected from your account(s) until you transition to the new experience. To access the new experience, log in and use your new credentials to reconnect your account(s). Additionally, if you use a password manager, be sure to update it with your new credentials once you’ve transitioned.
We’ve improved how accounts are grouped online. Now, when you log in, you’ll automatically see all accounts you’re associated with. This means you might notice accounts that were previously accessed through a different login (like an UGMA/UTMA account for a minor) or ones you had to manually add by creating a custom portfolio view. Due to this enhancement, the custom portfolio feature is no longer available.
Your third-party applications, websites or services were temporarily disconnected from your account(s). To access the new experience, log in and use your new credentials to reconnect your account(s). Additionally, if you use a password manager, be sure to update it with your new credentials once you’ve transitioned.
If you have not accessed the new experience yet, you will need your user name and password.
If you don't know your user name, use the Register now link. If you don't know your password, you can reset it by selecting Forgot password? from the login page. If you use a password manager, be sure to update it with your new credentials.
If you have accessed the new experience:
If you need additional support, contact us.
The following resources are available to help with creating your new login credentials and accessing the new experience: