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E-delivery FAQ



(After logging in, you’ll automatically be directed to the sign-up page.)

  1. Q: I signed up for e-delivery of prospectuses and reports. Why am I still receiving paper copies in the mail?
    A:
    There are several reasons why you may continue to receive prospectuses, annual reports and semi-annual reports in the mail:

    • If other members of your household own American Funds, they will need to sign up separately for electronic delivery.
    • It may take 4–6 weeks for electronic delivery requests to be processed.

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  2. Q: I receive my quarterly statements from my brokerage firm or bank. How do I sign up for e-delivery?
    A:
    You can sign up for e-delivery of fund prospectuses and reports on our partner’s website. For e-delivery of your quarterly statements, please contact your brokerage firm, bank or financial adviser.

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  3. Q: What documents are available electronically?
    A:

    • Quarterly account statements — show the value of the funds in your account(s) and year-to-date activity, including reinvested dividends, capital gains and automatic investments. Note that quarterly statements are now available online for all shareholders from the Statements & Tax Forms page once you have logged in to your account.
    • Transaction confirmations — recap a recent transaction, including the execution date, transaction type and fund name/share class.
    • Prospectuses and reports — provide important information about a fund’s results, investment objectives, risks, expenses and more. You can view these reports at any time on our Prospectuses & Reports page.

    At this time, documents not listed above, such as proxy voting letters, account change notifications and tax information, continue to be sent via mail for compliance or security reasons.

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  4. Q: Can I choose to receive the same document electronically and in the mail?
    A:
    No. We’ll either mail you the document or, if you are signed up for e-delivery, send you an email that the information is available online.

    Note that quarterly statements are now available online for all shareholders via the Statements & Tax Forms page once you have logged in to your account. To turn off paper delivery of your statements, sign up for e-delivery on the Communications preferences page.

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  5. Q: Why can’t I sign up for e-delivery?
    A:
    Some account types, such as employer-sponsored plans like 401(k)s and 403(b)s, are not eligible for e-delivery.

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  6. Q: How do I change my e-delivery preferences?
    A:
    Go to Profile & Settings page from Your Portfolio page. Choose the Profile tab and click the Change link next to Communications preferences on the Profile & Settings page.

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  7. Q: When can I view my latest e-statement?
    A:
    You can view your e-statement generally 2 to 3 days after the close of the quarter. Simply log in to your account and go to Statements & Tax Forms. If you turn off paper delivery of your quarterly statements, we’ll send you an e-mail each time a new e-statement is available.

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  8. Q: How do I get a paper copy of my quarterly statement?
    A:
    You have two choices:

    1. You can print a replica of the paper statement. Go to Statements & Tax Forms page once you have logged in to your account and print the statement’s PDF. If you need your most recent year-end statement and don’t see it on the e-statements page, please call us.
    2. You can call us.

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  9. Q: How long will my e-statements be stored?
    A:
    Generally, you can access current and prior-year statements. Year-end account statements are stored indefinitely. Please note that if you weren’t signed up for e-statements before April 2011, you won’t have access to older statements.

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  10. Q: When will I receive my e-transaction confirmation?
    A:
    You’ll receive an electronic confirmation the business day following your transaction.

    To determine immediately if your transaction has been processed, log in to your account. A “Pending” link will appear to the left of the current balance for the fund(s) affected.

    If you have signed up for email notification, you will receive an email several minutes after completing your transaction. The email will confirm that your transaction request has been received.

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