Account security

Concerned about account security?

We’re here to help when your client needs us most. We encourage investors to:

Check their account

If your client suspects any fraudulent activity, you can help them review their account transactions by logging in to Client Accounts.

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Don’t click it

If your client receives an email that seems suspicious or unfamiliar, remind them not to click any links in the email. Forward the email to us at emailfraud@capgroup.com.

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Share our checklist

The online security checklist provides steps your clients can take to help keep their online accounts safe.

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Call us

Contact us immediately if your client suspects fraudulent activity.

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For your client’s security, Capital Group will never ask them to provide personal or account information via text or email.

Best practices for protecting their account in 3 easy steps

  1. Remind your client to change their password frequently in their account
  2. Prompt them to keep their account and contact information up-to-date
  3. Encourage them to sign up for paperless delivery of their account documents

 

How Capital Group protects your clients

We are committed to account security. Our robust security program and infrastructure include a team of cybersecurity and risk management professionals to help monitor and protect your client’s personal information 24/7. As part of our security system, we:

  • Use encryption to secure their data

  • Mask confidential information

  • Display the last login information

  • Enforce website timeouts 

  • Actively monitor threats

  • Provide ongoing associate education

  • Regularly refine and update security features

  • Challenge unrecognized devices


We review each report of unauthorized access thoroughly, file appropriate notices with law enforcement agencies and, in the event of a financial loss, assess the facts and circumstances for potential reimbursement to your account. Additionally, we use a variety of controls to detect and prevent unauthorized access to our network and sensitive information. Our cybersecurity response program fulfills the requirements of federal and state laws and includes appropriate notifications to investors and financial professionals when warranted.

Help your client register online

Use this single sheet to help clients set up their online account access with a custom password to help keep their account secure.

GET SINGLE SHEET

Fraud protection and awareness

Keep your client’s information secure by learning how to spot common types of fraud and ways to protect their information.

LEARN MORE

Contact us

Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

(800) 421-0180

For financial professionals only. Not for use with the public.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only.

The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.

Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.