Transactions

Procedures and guidelines for transacting in your account

Popular tasks

Put money in

Investments and contributions

Investing in accounts arrow_forward

Take money out

Withdrawals and distributions

Withdrawing from accounts arrow_forward

Reallocate funds

Exchanges and rebalances

Exchanging in accounts arrow_forward

Recurring transactions

Automatic transactions

Automating transactions arrow_forward

RMD

Required minimum distributions (RMD)

Taking RMDs arrow_forward

IRA rollovers

401(k) or other retirement account rollovers

Rolling over IRA money arrow_forward

Link your bank account to easily make investments in your account at Capital Group

By linking your bank account, you can easily and securely invest via Automated Clearing House (ACH).
 

Just log in and click Set Up under Bank Information.

LINK MY BANK ACCOUNT BANK GUIDELINES AND POLICIES

Need to make a change to your account?

Learn how to easily update your contact information, statement delivery preferences and more.

Account updates arrow_forward

Have tax-related questions?

Find information to help you with your annual tax filing, including FAQ, worksheets and more.

Tax Center arrow_forward

Looking for information about share classes?

Learn about the share classes American Funds offers and the sales charges that may apply.

Share class and sales charge FAQ 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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