Service & Support

Resources and information for managing your account

Popular tasks

Register for online access

Learn how to register online and the benefits of having 24/7 access.

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Take a withdrawal

Learn how to take one-time and automatic withdrawals from your account.

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Update account information

Learn how to update your name, address, phone number and more.

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Make an investment

Learn how to make one-time and automatic investments and roll over money into your account.

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Go paperless and be notified as soon as your documents are available

Get your documents faster with paperless delivery — up to two weeks faster than you would by mail.

 

GO PAPERLESS

Get forms

Submit documents

Tax Center

Update your account

View all account update topics

ACCOUNT UPDATES

Update your personal information

Get information to help you update your name, beneficiaries, contact information and more.

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Link a bank account

Learn how to link or update your bank account for investing into and withdrawing from your account.

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Review mailings and statements

Learn about documents and mailings you may receive and how to update your delivery preferences.

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Transact on your account

Investments and contributions 

Learn how to make one-time and automatic investments and how to roll over or transfer funds from another institution.

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Withdrawals and distributions

Learn how to take one-time and automatic withdrawals from your account.

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Automatic transactions

Learn what automatic transactions are available and how to set them up on your account.

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View all transaction topics

TRANSACTIONS

Rollovers and transfers

Incoming IRA rollovers and transfers

Learn how to roll over or transfer assets from an IRA, 401(k) or other employer-sponsored retirement account into an IRA at Capital Group.

INCOMING IRA ROLLOVERS AND TRANSFERS

Incoming CollegeAmerica® 529 rollovers

Learn how to roll over or move an education account into a CollegeAmerica® account at Capital Group.

INCOMING COLLEGEAMERICA ROLLOVERS

Find information on completing transactions and updates by account type

Education/custodial

CollegeAmerica®

UGMA/UTMA

Coverdell ESA

Individual retirement

Traditional and Roth IRAs

Employer-sponsored

SIMPLE IRA

SEP IRA

403(b)

Non-retirement

Individual and joint accounts

Trust account

ABLEAmerica

Contact us

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

call (800) 421-4225
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.
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