American Funds ®

Other Resources

How to Use Quicken With Your Account

These instructions apply to Quicken® 2012–2015. Technical questions about Quicken should be directed to the Quicken website.

Setting Up Your Accounts

  1. Select File from the menu bar at the top of your screen.
  2. Click New Quicken File…


Create New File

  1. Select New Quicken Account.
  2. Click OK.


Add Account

  1. Select Brokerage under Primary Accounts.
  2. Click Next.


Add Brokerage Account

  1. Type American Funds in the window.
  2. Click Next.


Add Brokerage Account (Continued)

  1. Enter your Social Security number and americanfunds.com password.
  2. Click Connect.

Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 01,12345678).


Accounts Added

  1. Review the summary of accounts and transactions added to Quicken.
  2. Click Finish.


Accept Transactions (Quicken 2012–2014 only)

Quicken 2014

  1. Click the red flag next to your account.
  2. Select You Have Transactions to Review.
  3. When the New Data Download window appears, choose Accept All.
  4. Click Next.

Quicken 2012 and 2013

  1. Click the red flag next to your account.
  2. Select You Have Transactions to Review.


Downloading Account Information

  1. Click Tools from the menu bar at the top of your Quicken screen.
  2. Select One Step Update…

One Step Update

  1. Enter your americanfunds.com password.
  2. Click Update Now.

One Step Update Summary

  1. When the download is complete, you will see a summary of the transactions received.
  2. Click Close.


Deleting an Account

  1. Right-click the fund that you would like to delete.
  2. Select Edit/Delete Account.
  3. Click Delete Account.
  4. Type “yes” to confirm and click OK.


Quicken for Mac

American Funds is not available in Quicken Essentials for Mac because it doesn’t fully support mutual fund downloads.

Please refer to the Quicken support website for additional assistance. 


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 and summary prospectuses , which can be obtained from a financial professional and should be read carefully before investing.