Tour Client Accounts
Narrator:
Did you know logging into client accounts gives you access to view, maintain, and act on your client's American Funds accounts? Go to the login button at the top of any page and click "Log in to Client Accounts". You just need your Vision ID and password. Links to sign up for a new ID and for help with an existing ID are located to the right of the login. In client accounts, you'll see helpful reminders and important messages relevant to your book of business, as well as recent account updates.
To receive your personalized messages via email, sign up for account activity notifications under your preferences menu. You can also quickly view your total assets and client list and top financial transactions or use the client search to locate a specific client by name, account number, or BIN.
On the portfolio page, you can easily view a client's total portfolio value, current account balances, and transaction history. You can also click to access the full details of a specific transaction. You can even maintain and act on the account, including purchasing, selling, or exchanging shares, updating the client's address, and managing account options like automatic plans and linking a bank account for purchases.
Use client accounts for fast 24/7 access to your American Funds book of business. Go to capital group.com/advisor to get started today.