Individual and
joint accounts
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Open
Application and account options
Account application
Use this application to open an individual or joint account.
Complete the Application for Individual or Joint Accounts.Account options
Log in to Client Accounts to add account options like automatic investment, exchange or rebalance plans as well as to change dividend and capital gains payment options. Use the Mutual Fund Account Options form when adding other options, such as wire redemptions, check writing or redemptions via Automated Clearing House.
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For guidelines on eligibility, funding and more, review Opening individual and joint accounts.
Transfers
Open an individual or joint account with funds from an external account
Use this form, along with the application, to move non-retirement/nonqualified assets to Capital Group via check or in-kind transfer. This form should be submitted directly to the resigning institution.
Complete the Request to Move Non-retirement/Nonqualified Assets.Open an account with a gift of shares
Use this form, along with the application, to transfer existing American Funds shares to open a new individual or joint account.
Complete the Gift of Shares Request.
For information on cost basis and how transfers affect your clients’ taxes, visit Individual and joint account tax information.
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Update
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Transact
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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.