RecordkeeperDirect to transition to paperless statements | Capital Group

News & Announcements

February 28, 2020

RecordkeeperDirect to transition to paperless statements

For RecordkeeperDirect® plans,* participant quarterly account statements will be posted online only starting with the June 30, 2020, statement unless directed otherwise.

Electronic statements are environmentally friendly and provide fast, convenient and secure online access.

Earlier this month, we sent an email to RecordkeeperDirect plan sponsors to notify them about this upcoming change, as well as directions on how sponsors can continue having paper copies mailed to participants each quarter.

In the second quarter of 2020, we’ll notify RecordkeeperDirect participants about the change with an email or letter, which will also include instructions on how to continue receiving paper statements.

If you have any questions, please call us at (800) 421-6019.


* 403(b) plans excluded.

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.