Once you’ve opened an American Funds account, you have several options for buying additional shares.
You can add money to your account at any time. You may want to talk to your financial professional before buying shares. He or she can offer advice and help you make decisions that fit your long-term financial plan.
Investments can be made to your account online or by phone once you've linked a bank account. Log in and click Buy.
You can also submit an investment check and instructions by mail.
Check pay order |
Account type |
Capital Bank and Trust CompanySM |
Accounts where Capital Bank and Trust Company (CB&T) is listed on the account registration |
CollegeAmerica® |
CollegeAmerica accounts |
ABLEAmerica® |
ABLEAmerica accounts |
American Funds |
All other accounts |
o Account registration
o Account number
o Amount to invest (per fund)
o Contribution year (if applicable, when investing in a traditional or Roth IRA)
Also known as dollar cost averaging, an automatic investment plan authorizes us to deduct a specified dollar amount from your bank account on the schedule you choose. Investing small amounts regularly over the long term can help you weather market fluctuations.
To set up an automatic investment plan online:
1. Log in to your account.
2. Click Automatic Transactions.
3. In the Investments section for the selected account, click Add New.
Mutual Fund Account Options Form (PDF)
Traditional or Roth IRA Account Options Form (PDF)
CollegeAmerica® Account Options Form (PDF)
Coverdell ESA Account Options Form (PDF)
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. Similar information is contained in the CollegeAmerica Program Description and ABLEAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.
Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica. Before investing in any state's 529 plan, investors should consult a tax advisor. CollegeAmerica and ABLEAmerica are nationwide plans sponsored by Virginia529.
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.