Printing Current or Historical Account Balance Documents

Need a professional-looking account balance document to provide to a third party due to a life event (e.g., loans, death/claim or divorce) or for your own files?

For these situations, use our website’s print feature. At your convenience, you can print current or historical account balance documents that include the American Funds logo.

Important: Do not use your browser’s print function.

To print a current balance:

  1. Log in to your account.
  2. Under Your Portfolio, click Print.

To print an account balance for a previous date:

  1. Log in to your account.
  2. Under Portfolio Value History, select Look Up Historical Balances.
  3. Enter the applicable date and click Submit.
  4. Click Print.

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.

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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.