Account activity
email notifications

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Stay informed

Account activity email notifications help you stay informed about your clients’ accounts. You select the frequency of your emails and the types of notifications you’d like to receive.

Signing up is easy!

Just go to Account Activity Notifications in your Communications Preferences to get started.

SIGN UP NOW

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Types of notifications

  • One-time transactions
  • Automatic transactions
  • Dividends and capital gains
Note: You can decide the minimum dollar amount you'd like to be notified about.

  • New account setup
  • Address change
  • Change in financial professional, accounts added to your book of business (the previous financial professional will not receive a notification)
  • Transfer of assets (TOA) submitted to resigning trustee
  • TOA submitted 30 days ago, and the resigning trustee has not responded
  • TOA received

  • Automatic withdrawal plan nearing fund depletion
  • Automatic withdrawal plan nearing scheduled end date
  • Fund is below fund minimum
  • Unmet statement of intention (SOI) nearing expiration
  • Uncashed check (check issued from a client's account has remained uncashed for more than five weeks)
  • Undeliverable mail (mail sent to a client has been returned as undeliverable)
  • Undeliverable mail reminder (client has been unreachable by mail for over 125 days)

Ready to sign up? 

SIGN UP NOW FOR NOTIFICATIONS

Contact us

Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

(800) 421-0180

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.