Online Account Information



Investor360° View Your Entire Financial Life Online, All In One Place

Whenever You Want, From Any Internet Connection


  • See your account balances and a detailed position breakdown for each account, including accounts not held with us.

  • One easy-to-read consolidated report

  • Check on recent transactions within your accounts.

  • Link to other accounts, such as your spouse's or children's, held with us. (Restrictions may apply; contact us for details.)

  • Review important facts, such as your account setup and contact information, listed beneficiaries, and other named individuals

  • View important paperwork our office has shared with you in a secure document vault.

  • Eliminate paper statements and view or download current and historical account statements and trade confirms online.

  • Get real-time price quotes and charts for traded securities.

  • Import account information to TurboTax for easier, more efficient tax filing.


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Accessing your American Funds Account

I. If you know your Account number and password, enter them on the login screen under the American Funds Account link on our home page.

II. If you are unsure of your account number, you can find it under the summary section or your American Funds quarterly statement.

III. If you are a new user or this is your first time attempting to login to your American Funds online account, enter your account number in the field provided on the login screen. Your password is the last four digits of your social security number or your tax payer ID number. Click Log In to continue.

1. follow the prompts to set up your American Funds online account, including creating a new password for yourself.

2. when your finished setting up your account, a confirmation page will appear.

3. Congratulations, click Go to my account to view your account, and remember that you can access your account with American Funds any time with the American Funds Account link on our home page.

Ready to try for your self? Click here to get started!