Before you get started
Automatic transactions allow you to set up an amount and frequency for a transaction to occur on a recurring basis. Consider talking to your financial professional before establishing automatic transactions. They can offer advice and help you make decisions that support your long-term financial plan.
Things to consider
Depending on your account type, Capital Group offers the following automatic transactions:
- Automatic investments: Invest a specified dollar amount on a recurring basis
- Automatic withdrawals: Withdraw a specified dollar amount or sell a specific number of shares on a recurring basis
- Automatic exchanges: Move a specified amount of money from one fund in your account to another fund within the same share class
- Automatic rebalances: Adjust your portfolio’s allocation on a regular basis (quarterly, semiannually or annually)
