These instructions apply to Quicken® 2016–2019. Technical questions about Quicken should be directed to the Quicken website.
Create New File
Add Account
Add Brokerage Account
Add Brokerage Account (Continued)
Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 01,12345678).
Accounts Added
One Step Update
One Step Update Summary
These instructions apply to Quicken® for Mac 2016–2019. Technical questions about Quicken should be directed to the Quicken website.
Add Brokerage Account
Add Brokerage Account (Continued)
Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 01,12345678).
Accounts Added
Accounts Added (Continued)
Note: In Quicken for Mac, Buy transactions appear as negative transactions and Sell transactions appear as positive transactions. In addition, the “Today’s Balance” field will always show “$0.00” as it’s meant for Cash Balances which aren’t applicable to American Funds. Both items are limitations of Quicken for Mac and do not impact account values.
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.