Procedures and guidelines for transacting in your account

Popular tasks

Put money in

Investments and contributions

Take money out

Withdrawals and distributions

Reallocate funds

Exchanges and rebalances

Recurring transactions

Automatic transactions


Required minimum distributions (RMD)

IRA rollovers

401(k) or other retirement account rollovers

Link your bank account to easily make investments in your account at Capital Group

By linking your bank account, you can easily and securely invest via Automated Clearing House (ACH).

Just log in and click Set Up under Bank Information.

Need to make a change to your account?

Learn how to easily update your contact information, statement delivery preferences and more.

Have tax-related questions?

Find information to help you with your annual tax filing, including FAQ, worksheets and more.

Looking for information about share classes?

Learn about the share classes American Funds offers and the sales charges that may apply.

Find information on completing transactions and updates by account type

Contact us

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

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