Account updates

Procedures and guidelines to update your contact information and account options

Popular tasks

Investor welcome center

Resources for investors new to Capital Group

Investor welcome center arrow_forward

Access statements

Account mailings and quarterly statements

Mailings and statements arrow_forward

Add/update bank

Adding and updating your bank information

Linking a bank arrow_forward

Change name

Updating your contact information

Updating contact information arrow_forward

Change beneficiary

Viewing and updating beneficiaries

Changing beneficiary arrow_forward

Gift shares

Gifting shares of American Funds

Gifting shares arrow_forward

Get forms

Submit documents

Tax Center

Life event guides

Use these guides during times of change and major life events like changing jobs, marriage, a new child or dependent, retirement and more. Each guide provides account updates and actions that frequently occur during these events for you to consider.

LIFE EVENT GUIDES

Related information

Ordering money market checks

Review what account types are eligible for the check-writing option and how to order and reorder checks.

Order checks arrow_forward

Closing an account

Review the process for closing an account and what to expect after an account is closed.

Close an account arrow_forward

Understanding signature guarantees

Review signature guarantee requirements and learn when one may be needed.

Signature guarantees arrow_forward

Download to Quicken

Review how to download account information into Quicken.

Downloading into Quicken arrow_forward

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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