Portfolio views enable you to organize and manage different American Funds accounts online. For example, you can create a view that includes accounts tied to a specific goal (e.g., retirement or college) or to specific people (e.g., your accounts, your children’s accounts or your parents’ accounts).
To create a custom view, log in to your account and click Your Portfolio Views near the top of Your Portfolio page. Then select Manage Your Views and follow the on-screen instructions.
To help protect your privacy, some accounts may not be eligible for a custom view. These accounts may include entities, custodial accounts and accounts set up for minors. In these instances, the Your Portfolio View link will not appear. To create a portfolio view, you must first log in with an eligible account.