Get a Formal Account Balance Document — Anytime | American Funds

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JUNE 15, 2015
Get a Formal Account Balance Document — Anytime


There are times in life when you might be required to provide account balance information to a third party (e.g., loans, death/claims, divorce) or you just need a copy for a specific date for your records.

Our website’s new print feature allows you to print professional-looking account balance documents that include the American Funds logo. It’s quicker than a formal letter and can be printed at your convenience.

Important: Do not use your browser’s print function.

To print a current balance:

  1. Access your account at
  2. Under Your Portfolio, click Print

To print an account balance for a previous date:

  1. Access your account at
  2. Under Portfolio Value History, select Look Up Historical Balances
  3. Enter the applicable date and click Submit
  4. Click Print This Page

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

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.