Trust accounts

Popular tasks

Put money into an account

Link a bank account and make investments into your trust account online. Go to your account and click Buy.

 

Go to my account arrow_forward

Take money out of an account

Withdraw money from your trust account online. Go to your account and click Sell.

Go to my account arrow_forward

Update your personal information

Update your contact information online. Go to your account and click Profile.

Go to my account arrow_forward

Getting started

Find a financial professional

We can help you find a financial professional if you do not have one.

Locate a financial professional arrow_forward

Learn about share classes and sales charges

Learn about the different share classes offered for American Funds and the sales charges that may apply.

Share class options arrow_forward

Investor Welcome Center

Review resources for investors new to Capital Group.

Investor Welcome Center arrow_forward

Trust account transactions

Put money in

Investments

Learn how to make a one-time or automatic investment into your account.

INVESTMENTS AND CONTRIBUTIONS

Reallocate funds

Exchanges and rebalances

Learn how to exchange or rebalance funds in an existing account.

EXCHANGES AND REBALANCES

Take money out

Withdrawals

Learn how to withdraw money from your account.

WITHDRAWALS AND DISTRIBUTIONS

Manage recurring transactions

Automatic transactions

Learn how to add or update an automatic transaction plan on your account.

AUTOMATIC TRANSACTIONS

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

Trust account updates

Update your personal information

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

Account updates arrow_forward

Ordering money market checks

Review the eligibility requirements for the check-writing option on your trust account and how to order and reorder checks.

Money market checks arrow_forward

Update dividend and capital gain options

Update how dividends and capital gains are reinvested or withdrawn from your trust account.

Mutual Fund Account Options form (PDF) arrow_forward

Find answers to frequently asked questions

Review answers to questions about taxes and the tax reporting of individual, joint and trust accounts.

Individual, joint and trust account tax FAQ arrow_forward

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.
Use of this website is intended for U.S. residents only.