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American Funds is one of the most prominent mutual fund families in the United States, managing over $1.7 trillion in assets across more than 40 mutual funds. If you’re an American Funds investor, accessing your account online is simple through the American Funds website. Here is a complete guide on how American Funds login online to view your account details, make transactions, update your profile, and access valuable research and resources.
Creating Your Online Account
If you still need an online American Funds login, you can easily register on the American Funds website (americanfunds.com). Click “Log In” at the top right corner of the homepage and then select “Register Now.” You will need to provide some personal details, including:
- Your American Funds account number
- The last four digits of your Social Security Number
- Your ZIP code
- An email address
- You will also need to create username and password for American Funds login
Once registered, you can access your account on the American Funds website and through the American Funds mobile app (available for iOS and Android devices).
Here is a step-by-step guide on how to American Funds login:
Step 1: Go to the American Funds website
Navigate to the American Funds website (https://www.capitalgroup.com/)on your web browser. The login option is at the top right corner of the homepage.
Step 2: Click on “Log In”
Look for the “Log In” link at the top right of the page, below the American Funds logo, and click it. This will open the secure account login page.
Step 3: Enter your username
Enter your unique American Funds online account username on the login page into the first box labelled “Username”. You would have created this when registering for online access. If you have forgotten your username, use the “Forgot Username” option below.
Step 4: Enter your password
Next, enter your account password into the box labelled “Password”. If you cannot recall your password, click the “Forgot Password” option to reset and recover it.
Step 5: Tap “Log In”
Once your username and password have been entered, click/tap the blue “Log In” button. This will direct you to your personal American Funds account dashboard.
Step 6: Select your account (if you have multiple accounts)
If you have more than one American Funds login account registered online, you will be prompted to choose which account to access. Select the account you wish to log in to at this stage.
Step 7: Land on your account dashboard
Key Account Details For American Funds login
The account dashboard provides an overview of your American Funds login account, including the following:
- Account summary: Includes account value over time, current investments, and account allocation across stocks/bonds and market caps.
- Position Details: Shows full details on positions across all your funds, including investment amount, shares owned, current value, cost basis per share, unrealized gain/loss, etc.
- Statements and tax documents: Access 18 months of account statements and up to 7 years of tax documents.
- Personal profile: View and edit all personal details, including profile info, contact info, preferences, and banking/wire instructions.
Managing Your American Funds login Account
Within your online account, you can perform various transactions and account management functions, including:
- Get quotes and buy/sell mutual funds
- Set up automatic investments
- Update bank account info for transfers
- View transaction history
- Update personal/contact info
- Update beneficiary designations
- Download account forms and applications
If you have any questions or problems related to your online account, American Funds provides customer support through a few options:
- Online chat: Chat with a representative during business hours
- Email support: Email questions to firstname.lastname@example.org
- Call centre: Call 1-800-421-4225 to speak with a representative
So, if you invest with American Funds, register for online account access to fully leverage your investment and unlock helpful research tools for better informing your financial decisions. The portal makes it simple to track your funds, execute transactions, update details, and elevate your investing IQ.