In observance of the Thanksgiving Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed on Thursday, November 28 and will close early on Friday, November 29. On November 29, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)
Service tools overview
Tour your Account Resource Center
Watch this video to:
- See how easy it is to get the information you need
- Find forms, best practices and the fastest way to complete tasks for your clients
- Get quick answers to policy questions, how-to guides and more
Take me to the Account Resource Center.
Tour other helpful online tools
Watch this video to learn how to:
- Submit documents online
- Order IRA reports
- Access the Client Accounts section of our website
Explore some of our most popular online tools
Use Client Accounts to manage your book of business
Learn how to:
- Get a Vision ID to sign in
- Complete transactions
- Receive updates in your personalized message center
Save time by submitting client documents online
Order an RMD, beneficiary or contributions report
Get an email when a client processes a transaction or updates their account
Ready to get started?
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.