Options for managing your account

Once you establish online account access, you can take advantage of a wide range of features, including how to:

• Check account balance
• Buy, sell, exchange and rebalance shares
• Add and manage automated transaction plans
• Add and manage bank information for online investing*
• Upload forms and documents
• View and update beneficiaries
• Sign up for paperless delivery
• Update your contact information
• Access quarterly statements and tax forms
• Create custom account/portfolio views
• Order money market checks
  
  

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.

Buying shares

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 Company^SM (CB&T) is the custodian, please make your check payable to Capital Bank and Trust Company.

Include a letter of instruction with:

• your name, account number and phone number
• the name(s) of the fund(s) you wish to invest in
  
  

Note: The minimum investment amount is $50 per fund/account.

Exchanging shares

To exchange shares or rebalance your account, send a letter of instruction to American Funds Service Company. Be sure to include:

• your name, account number and phone number
• the names of the funds you wish to exchange from and to
• the number of shares or dollar amount you wish to exchange
  
  

Selling shares

To sell shares, send a letter of instruction to American Funds Service Company. Be sure to include:

• your name, account number and phone number
• the name(s) of the fund(s) you wish to sell from
• the number of shares or dollar amount you wish to sell
  
  

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.