Individual and
joint accounts
-
-
Open
Application and account options
Account application
Use this application to open an individual or joint account.
Complete the Application for Individual or Joint Accounts.Account options
Log in to Client Accounts to add account options like automatic investment, exchange or rebalance plans as well as to change dividend and capital gains payment options. Use the Mutual Fund Account Options form when adding other options, such as wire redemptions, check writing or redemptions via Automated Clearing House.
Log in to Client Accounts..png/_jcr_content/renditions/cq5dam.web.1280.1280.png?ch_ck=1631577223000)
For guidelines on eligibility, funding and more, review Opening individual and joint accounts.
Transfers
Open an individual or joint account with funds from an external account
Use this form, along with the application, to move non-retirement/nonqualified assets to Capital Group via check or in-kind transfer. This form should be submitted directly to the resigning institution.
Complete the Request to Move Non-retirement/Nonqualified Assets.Open an account with a gift of shares
Use this form, along with the application, to transfer existing American Funds shares to open a new individual or joint account.
Complete the Gift of Shares Request.
For information on cost basis and how transfers affect your clients’ taxes, visit Individual and joint account tax information.
Common questions
-
Update
Update client’s personal information
Update client’s name
Complete this form and submit it with supporting documentation. See the form for requirements.
Complete the Name Change Request.
Update client’s address
Update the address via the client’s online account. Use the options on the right side of the page.
Note: There is a 10-calendar-day wait to process a withdrawal to the new address unless the withdrawal request is submitted in writing with a signature guarantee.
Log in to Client Accounts.
Update client’s contact information
The client’s email address and/or phone number can be updated on DST Vision or by contacting us.
Log in to DST Vision.If your client has experienced a major life event, visit Life events for checklists to assist with account updates they may need to consider.
Add/update client’s bank accounts
Link a bank account to buy shares
Add or update the bank information via the client’s online account. Use the options on the right side of the page.
Log in to Client Accounts.Link a bank account to sell shares
Use this form.
Note: Unless the form is signature guaranteed, there is a 10-calendar-day wait to process a withdrawal to the new bank account.
Complete the Add/Update Bank Information form.
To review eligibility, restrictions, requirements and more, visit Managing client banking information.
Modify account options
Manage dividend and capital gains distributions
Options to modify dividends and capital gains payments or to cross-reinvest can be updated online in the client’s account under Profile & Settings.
Log in to Client Accounts.Change the cost basis method
Log in to the client’s account and click Profile & Settings to change the cost basis method for covered shares.
Log in to Client Accounts.
Order checks
Order additional checks online for clients who have the check-writing option on their accounts. Locate the account and click Profile & Settings. Under Other, next to Money Market Checks, click Order.
Log in to Client Accounts.Update check signers
Complete this form with a signature guarantee to add or change check signers.
Complete the Signature Card Update form.
Account registration changes
Add or remove an account owner
Complete this form and include an Application for Individual or Joint Accounts for a new registration. On the transfer request form, a signature guarantee for all current account owners is required.
Complete the Transfer/Registration Change Request.Common questions
-
Transact
Investments
Make a one-time investment online
Access the client’s account online and click Buy. Be sure to have the client’s bank account information on hand if it’s not already on file.
Log in to Client Accounts.Make a one-time investment via check
Checks must be made payable to American Funds Service Company and include the account number and investment instructions. Mail the check to the service center near you.
Find a service center.Set up automatic investments
Access the client’s account online and click Automatic Transactions.
Log in to Client Accounts.For additional details about investment options, restrictions and more, visit Individual and joint account investments.
Withdrawals
Take a one-time withdrawal
Funds can be sent by Automated Clearing House (ACH) if the client’s bank account is already linked or via check. Access the client’s account online and click Sell.
Log in to Client Accounts.Set up automatic withdrawals
Funds can be sent automatically by setting up an automatic withdrawal plan and can be sent via ACH or check.
Complete the Mutual Fund Account Options form.
For additional information about one-time withdrawals and automatic withdrawal plans, visit Individual and joint account withdrawals.
Exchanges and rebalances
Complete a one-time exchange or rebalance
A one-time exchange or rebalance can be processed by logging in to Client Accounts and selecting either Exchange or Rebalance.
Log in to Client Accounts.Set up an automatic exchange or rebalance plan
Automatic exchange and rebalance plans can be set up or modified online. Access the client’s account and click Automatic Transactions.
Log in to Client Accounts.
For additional details about one-time and automatic exchanges and rebalances, visit Individual and joint account exchanges and rebalances.
Gift shares
Transfer shares as a gift
Use this form to transfer shares from an existing Capital Group account to another Capital Group account as a gift of shares.
Complete the Gift of Shares Request.Transfer shares as a charitable donation
Use this form to gift existing shares to a charitable organization.
Complete the Gift Transfer of Shares to a Charitable Organization form.
For additional information about requirements and guidelines, visit Gift of shares.
Common 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.