Ways to monitor your account

ARTICLE TAKEAWAYS

  • How to monitor your account online, by phone and by reviewing your quarterly statements
  • How to use the Investment Tracker to view fund returns, holdings and more

These resources can help you monitor your American Funds accounts

Your Portfolio

Log in and view Your Portfolio. This page gives you access to your account balance and allows you to buy, sell or exchange shares and complete other transactions. You can also access your fund’s total annual returns, yields, holdings and more by clicking the fund name.

Customized portfolio views

Organize and manage your account views online. Create a custom view that prioritizes your accounts based on a specific goal (e.g., retirement or college) or specific people (e.g., your retirement accounts and college accounts for your children).

Here’s how:

  1. Log in to your account
  2. Click Manage your portfolio views
  3. Follow the onscreen instructions
     

Note: To help protect your privacy, some accounts may not be eligible for a custom view. These accounts may include entities, custodial accounts and accounts for minors. In these instances, the Manage your portfolio views link will not appear.

Account activity notifications

Register for online account access and subscribe to receive notifications for recent transactions and account updates. Already registered? Subscribe in the Communication Preferences section of your online account.

Quarterly statements

Your American Funds statement is a primary source of information for your account(s). You can view quarterly statements online by logging in to your account and visiting the Statements & Tax Forms page.

Phone

You can check your account balances by calling our 24-hour automated phone service.

Investment Tracker

Track the annual total returns of your funds using the Investment Tracker.

Contact us

Have questions? We're here to help.

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

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