Client Access vs Capital Group PlanPremier401k

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

This app is only for participants in Capital Group PlanPremier employer-sponsored retirement plans. It’s not meant for other retirement, college or individual investor accounts. If you’re not sure this app is for your plan, contact your employer. Use this app to: View key account details such as: • A personalized estimate of your monthly retirement income • Your personal rate of return • Balances across investment options • Summary transaction history • Future contribution allocations • Beneficiaries (if available) • Access and download plan forms • Upload documents to request certain account changes • View your investment lineup Make changes to your account, as allowed by your plan: • Update your contribution amount • Adjust future contribution allocations • Exchange between funds or rebalance your account • Manage your beneficiaries • Enroll in your plan • Update your profile, including communication preferences, username and password. Since 1931, Capital Group, home of American Funds, has helped investors pursue long-term investment success.