Trust accounts

Popular tasks

Put money into an account

Link a bank account and make investments into your trust account online. Go to your account and click Buy.


Take money out of an account

Withdraw money from your trust account online. Go to your account and click Sell.

Update your personal information

Update your contact information online. Go to your account and click Profile.

Getting started

Find a financial professional

Use our locator tool to search for a financial professional in your area who can help you pursue your investment goals.

Learn about share classes and sales charges

Learn about the different share classes offered for American Funds and the sales charges that may apply.

Investor Welcome Center

Review resources for investors new to Capital Group.

Trust account transactions

Put money in


Learn how to make a one-time or automatic investment into your account.


Reallocate funds

Exchanges and rebalances

Learn how to exchange or rebalance funds in an existing account.


Take money out


Learn how to withdraw money from your account.


Manage recurring transactions

Automatic transactions

Learn how to add or update an automatic transaction plan on your account.


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.

Trust account updates

Update your personal information

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

Ordering money market checks

Review the eligibility requirements for the check-writing option on your trust account and how to order and reorder checks.

Update dividend and capital gain options

Update how dividends and capital gains are reinvested or withdrawn from your trust account.

Find answers to frequently asked questions

Review answers to questions about taxes and the tax reporting of individual, joint and trust accounts.

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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