CLIENT ACCOUNT SUPPORT
Account Resource Center
24/7 support to help you manage your book of business
Find forms and how-to information by account type:
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Education/Custodial
Education and custodial accounts
Find everything you need to open and update accounts and to complete transactions.
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Individual Retirement
Individual Retirement Accounts (IRAs)
Find everything you need to open and update accounts and to complete transactions.
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Employer-sponsored
Employer-sponsored retirement plans
Find everything you need to open and update accounts and to complete transactions.
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Non-retirement
Non-retirement accounts
Find everything you need to open and update accounts and to complete transactions.
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IRA Reports
Order reports for RMDs, contributions or beneficiary designations.
Client Accounts Overview
See how the Client Accounts section of our website can save you time.
General Account Management
Review policies, procedures and client resources.
Popular topics
Get important reminders, service tips and answers to common client questions.
Explore some of our most popular online tools and see how they can save you time.
Share our 529 contributions single sheet with clients who want to make contributions by year-end.
Tuition may be due soon for 529 beneficiaries. Get answers to clients’ distribution questions.
Contact us
Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.
For financial professionals only. Not for use with the public.
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.
The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.
Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.