You have many options for managing your American Funds account.
You can track your account and make transactions once you log in. If you haven't registered yet, you'll need your account number from your quarterly statement to get started.
Once you establish online account access, you can take advantage of a wide range of features, including how to:
Please note that some of these features may not be available for employer-sponsored retirement accounts. For information about the features available on your account, please call us.
* Your account information is protected using the Secure Socket Layer (SSL), the standard method of ensuring security on the Web. Once you have logged into your account, SSL protects your internet communications by encrypting messages between you and the Internet server.
Many options are available to you 24/7 by using our automated phone service at (800) 421-4225, including how to:
- Check account balance
- Confirm fund prices
To buy shares by mail, send a check to American Funds Service Company®, made payable to either American Funds Service Company or the fund in which you are investing. For retirement accounts for which Capital Bank and Trust CompanySM (CB&T) is the custodian, please make your check payable to Capital Bank and Trust Company.
Include a letter of instruction with:
Note: The minimum investment amount is $50 per fund/account.
To exchange shares or rebalance your account, send a letter of instruction to American Funds Service Company. Be sure to include:
To sell shares, send a letter of instruction to American Funds Service Company. Be sure to include:
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.
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., member FINRA.
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.