Statements and other mailings

Before you get started

For most account types, you can choose to receive quarterly statements, tax forms, transaction confirmations and prospectuses and reports in paper or electronically. When you go paperless, you’ll receive email notifications as soon as new documents are available to view and download online. 

Things to consider

  • Log in to update your communication preferences and to download and print account statements and tax forms. 
  • Log in and subscribe to Account Activity Notifications to receive emailed alerts of activity and updates in your account.
  • Keep your contact information, including your mailing address and email, up-to-date to ensure you receive important information and updates on your account(s).
  • Access Prospectuses & Reports to download information on any of the American Funds whenever you need it.

Learn about quarterly statements and other mailings

How to read your statement

Access a guide to the information included on your quarterly statement.

Download and print statements

See how to download and print quarterly statements and current and historical account balances.

Learn what mail you may receive from Capital Group

Review the various documents you may receive from Capital Group and which are available for paperless delivery.

See when you’ll receive tax forms

Find out when your tax forms are available and what information is reported on them.

Get answers to questions about quarterly statements and tax forms

Get answers to common questions about your quarterly statements and tax forms.

Go paperless and be notified as soon as your documents are available

Get your documents faster with paperless delivery — up to two weeks faster than you would by mail.

 

Find information on completing transactions and updates by account type

Contact us

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

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.