General account management
Review policies and procedures, guidelines on performing transactions and other helpful tools to manage accounts.
Transactions
Contribution guidelines
Review requirements and options for contributing to or investing in an account.
Distribution guidelines |
Review requirements and options for withdrawing or distributing from an account.
Learn more
Gifting shares guidelines
Review the requirements for gifting shares, tax guidelines and exclusions.
Learn more
Policies
Signature guarantee
Review Capital Group’s signature guarantee requirements.
Share classes and breakpoints
Review share classes, breakpoints and how to reduce sales charges on A-share investments.
Learn more
Fund minimums
Review the minimum amounts for investments and automatic transactions.
Learn more
Account eligibility
Account owners must be at least 18 years old and a U.S. citizen. Accounts for the benefit of a minor must be established with a custodian.
Power of attorney
Contact us if an attorney-in-fact has been authorized to act on behalf of your client.
Learn more
Right of reinvestment
Review how to reinvest proceeds from a client’s sale, dividend payment or capital gain distribution without a sales charge.
Learn more
Escheatment and unclaimed property
Review what’s considered unclaimed property, how Capital Group attempts to resolve it and how to help clients avoid having their assets escheated to the state.
Learn more
Account updates
Dealer firm/financial professional information
To change the dealer firm and/or financial professional on an account, use this form.
Complete the Financial Professional Change Request
Client bank information
Review how to add and update a bank account to purchase and/or sell shares via Automated Clearing House (ACH).
Learn more
Dividend and capital gains options
Review how to change dividend and capital gains options on an account.
Learn more
Client name change
Review the requirements to update the name of an account owner, successor owner/custodian or beneficiary.
Client address change
Update the address via the client’s online account. Use the options on the right side of the page.
Log in to Client Accounts
Client support resources
Help clients access their accounts online
Learn how you can help your clients register online and the benefits of online registration.
Help clients keep their accounts secure
Learn how you can help clients increase their account security and protect their information.
Learn more
Help clients manage life events
Use these checklists to guide your clients through life-changing events.
Understand clients’ personal rates of return
Learn how a client’s personal rate of return is calculated and how to access it online.
Plan year-end meetings
Use these resources to perform year-end reviews for your clients.
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.