Help clients access their accounts online
ARTICLE TAKEAWAYS
- Resources to help your clients set up and access their accounts online
- Benefits of 24/7 account access
Investors often want to access their Capital Group accounts online and may come to you for help with registering. These resources will help guide them through the process.
Single sheet
This single sheet will provide your clients with step-by-step instructions for registering their account, along with a list of some of the most common tasks they can complete online.
Video
This step-by-step video on the investor website demonstrates how an investor registers online.
Once registered, clients can:
- View current and historical account balances
- Get faster access to statements and tax forms
- Sign up for paperless delivery. (Once registered, clients can go to Profile & Settings and update their communication preferences under the Profile tab.)
Your clients will also be enrolled in account activity and security notification emails that provide additional account security. These notifications trigger an email within minutes of a change being made to their account.
Contact us
Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.
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.