Client Access vs Capital Group RKDirect 401k

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 for participants in Capital Group RKDirect 401k employer sponsored retirement plans (i.e., plan ID’s that start with BRK or IRK and are accessed at capitalgroup.com/retirement/participant). It is not meant for other account types, including American Funds Traditional, Roth and SIMPLE IRA’s or 529 college savings accounts for investors. If you’re not sure this app is for your plan, contact your employer. Use this app to: View key account details such as: - Balances across investment options and contribution types - Your personal rate of return - Transaction history - Future contribution allocations - View outstanding loans and recent withdrawals Make changes to your account, as allowed by your plan: - Exchange between funds - Rebalance your account - Adjust future contribution allocations - Update your address, phone and e-mail address Since 1931, Capital Group, home of American Funds, has helped investors pursue long-term investment success.