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  • Asia - other

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中國香港特別行政區

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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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Get 24/7 account access

Establishing online account access only takes a few minutes. If you haven't registered yet, you'll need your account number from your statement. 

Once you register your account online, you can:

  • Check your account balance
  • Buy, sell and exchange shares
  • Manage account options
  • Upload forms and documents

See how simple it is to get online access to your account

See How Simple It Is to Get Online Access to Your Account

Narrator:

It only takes three quick steps to activate 24/7 online access to your American Funds account. Before you get started, there are two things you're going to need, your account number and the last four digits of the primary account holder's social security number. The account number can be found on any statement that you've received. If you don't have a statement handy, this might be a good place to pause the video so you can grab one.

All right, got your account number and the last four digits of your social? Let's get started. To start, go to the log-in page, select the new user link and enter your account number. Then, click Next. This screen is when you'll enter information about the primary account holder, the main account holder on the account, if multiple people are listed on your account, you can click here to identify the primary account holder, as well as their date of birth. Easy.

After you accept the terms and conditions, you'll create a username and password that you'll use every time you log in into your account. Requirements are outlined here. Once you enter and confirm your email address, click Next. While activating your online account, you can also sign up for paperless delivery of your American Funds communications. This preference can be changed at any time.

Finally, you'll verify your identity, which is very important for keeping your account secure. To do so, you will need to receive a one-time passcode. This can be sent to your mobile device via text message, or to your email address. It should be arriving shortly. There it is. Enter the code and click Submit.

Your entries are summarized here. Once you review your information, click on Go To Portfolio. That's it, you now have 24/7 access to your account, where you can check your balance, complete account transactions, view statements and tax forms, plus so much more.

Need help? Contact us as at (800) 421-4225, extension 99.

Save time:
Submit forms online

Once you've registered, you can easily and securely submit documents on our website. 


You may also be interested in

Buying and selling shares online
Learn how to link your bank account to your American Funds account and set up automatic investment or withdrawal plans.

Go paperless
Sign up for paperless delivery and we'll email you as soon as your account documents are available.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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.

American Funds Distributors, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.