Client Accounts overview
Take a tour of Client Accounts
See how easy it is to:
- Complete transactions and update your clients’ accounts
- Receive updates and reminders in your personalized message center
- Access statements and tax forms
Completing transactions in Client Accounts
Learn how to:
- Securely complete distributions, exchanges and purchases
- Send distributions via Automated Clearing House (ACH) to a client’s bank account
- Expedite distribution checks
Get the most out of Client Accounts
Explore the benefits of Client Accounts and see how it's different from DST Vision.
Discover which transactions and tasks you can complete in Client Accounts versus DST Vision.
Sign up for a Vision ID to gain access to Client Accounts.
Want to explore more?
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For financial professionals only. Not for use with the public.
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.
The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.
Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.