Hi, my name is Ryan Rue. I’m the president of American Funds Service Company at Capital Group. I’m excited to share that in the coming months, we’ll be enhancing our financial professional and investor websites. They will feature improved design with easy-to-use navigation and enhanced functionality, making it seamless to manage accounts online.
Instructor:
Soon, when you log in to Client Accounts, you’ll be automatically prompted to link your Vision ID and password to your Capital Ideas Pro login, providing a seamless login process with two-step verification for increased security. Once you log in, you’ll notice an updated design. Your personalized dashboard will make it easy to stay updated on client activity. You’ll be able to easily search for clients’ accounts and interact with their portfolios as you do today. The improved design with intuitive navigation will help you quickly locate your clients’ account balances, returns and more. A streamlined user experience will make it easy to complete investments, exchanges and withdrawals, with additional tax withholding and overnight delivery options. In addition to updating Client Accounts, we’re making similar changes to the investor website to enhance investors’ digital experience with Capital Group. We’ll notify you and your clients of the changes, and we’ll provide support throughout the transition. Resources will also be available to assist with any questions.
These updates reflect our ongoing commitment to evolve with your investment and technology needs. Stay tuned for additional communications about the upcoming changes to Client Accounts. You can visit www.capitalgroup.com/updates for more information about these exciting enhancements.