How to use Quicken with your account

Add Brokerage Account

1. Type American Funds in the window.
2. Click Continue.

Add Brokerage Account (Continued)

1. Enter your Social Security number and capitalgroup.com password.
2. Click Continue.

Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 01,12345678).

Accounts Added

1. Review the summary of accounts and transactions added to Quicken.
2. Name your downloaded Funds and Accounts (ex: IRA Account - WMIF-A)
3. Click Continue.

Accounts Added (Continued)

1. If you wish to add more accounts, click on Add more accounts. 
2. If not, click Finish.

Note: In Quicken for Mac, Buy transactions appear as negative transactions and Sell transactions appear as positive transactions. In addition, the “Today’s Balance” field will always show “$0.00” as it’s meant for Cash Balances which aren’t applicable to American Funds. Both items are limitations of Quicken for Mac and do not impact account values.

Downloading Account Information

1. Click Accounts from the menu bar at the top of your Quicken screen.
2. Select Update All Online Accounts…

Deleting an Account

1. Right-click the fund that you would like to delete. 
2. Select Delete “….”