Individual and joint accounts

Popular tasks

Put money in an account

Link a bank account and make investments in your individual or joint account online. Go to your account and select Invest.

 

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Take money out of an account

Withdraw money from your individual or joint account online. Go to your account and select Withdraw.

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Move money to another account

Make a contribution in your IRA from your individual or joint account via phone.

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Find answers to frequently asked questions

Review answers to tax questions about individual and joint accounts, including tax reporting, beneficiaries and more.

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Getting started

Find a financial professional

We can help you find a financial professional if you do not have one.

Locate a financial professional

Add a TOD beneficiary

Learn what a transfer on death (TOD) beneficiary is and how to add or update a TOD beneficiary on your individual or joint account.

TOD beneficiaries

Learn about share classes and sales charges

Learn about the different share classes offered for American Funds and the sales charges that may apply.

Share class options

Individual and joint account transactions

Put money in

Investments

Learn how to make a one-time or automatic investment in your account.

INVESTMENTS AND CONTRIBUTIONS

Reallocate funds

Exchanges and rebalances

Learn how to exchange or rebalance funds in an existing account.

EXCHANGES AND REBALANCES

Take money out

Withdrawals

Learn how to withdraw money from your account.

WITHDRAWALS AND DISTRIBUTIONS

Managing recurring transactions

Automatic transactions

Learn how to add or update an automatic transaction plan on your account.

AUTOMATIC TRANSACTIONS

Link your bank account to easily make investments in your account at Capital Group

By linking your bank account, you can easily and securely invest via Automated Clearing House (ACH).
 

Just log in and select Add new bank under Banks.

LINK MY BANK ACCOUNT BANK GUIDELINES AND POLICIES

Individual and joint account updates

Update your personal information

Learn how to easily update your contact information, statement delivery preferences and more.

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Gifting shares

Learn how to gift shares of American Funds through an investment or a transfer from an existing account.

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Ordering money market checks

Review eligibility requirements for the check-writing option on your individual or joint account and how to order and reorder checks.

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Update dividend and capital gains options

Update how dividends and capital gains are reinvested in or withdrawn from your individual or joint account.

Mutual Fund Account Options form (PDF) arrow_forward

Contact us

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

call (800) 421-4225
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