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SEPTEMBER 26, 2017

Let Us Help You Connect With Your Clients

Our Client Accounts dashboard is your secure gateway to access American Funds accounts using your Vision login credentials. The dashboard helps you prepare for client meetings by summarizing your clients' activity and assets as well as alerting you to potential client touchpoints.

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Take advantage of:

  1. Assets & Client List
    Lists total assets at American Funds and top 10 clients with the most assets.
  2. Top Financial Transactions
    Displays largest transactions over the past seven days.
  3. Access DST Vision
    View your book of business on DST Vision.
  4. Client Search
    After entering the first character, the search suggests names from your book of business. Upon selecting your client, you can view and manage his or her portfolio.

 

5   Message Center

     Get potential client touchpoints.

• Advisor Reminders are updates from American Funds about business-related events that may concern you.
• Client Account Updates show account activities that may require your attention and confirmations of transaction activity that have taken place on a client’s account.

Tip: If you'd rather have potential client touchpoints sent to your inbox, update your communication preferences to receive Account Activity Notifications daily or weekly.

Log In to Client Accounts


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.