Update personal account information

Before you get started

Contact information and account updates processed online are applied immediately to your account and are viewable online the day they are processed. Mailed requests are generally processed within 3 to 5 business days of being received.

Things to consider

  • Most accounts allow you to log in and update your personal and contact information, including:
    • Mailing address
    • Phone number
    • Email address
    • Beneficiary
    • User name/password
  • When an account’s address is changed, there is a 10-calendar-day wait before a check can be mailed to the new address
  • To ensure you are notified of changes made to your account, an account change confirmation may be mailed to your address of record. This occurs regardless of any electronic document delivery elections you've made.

 

Learn how to update personal information on your account

Changing your address or phone number

Most accounts allow you to update your contact information online. Go to your account and click Profile & Settings.

Changing your name

Review how to change your name on an account.

Changing your beneficiaries

Review beneficiary designations by account type and see how to change your beneficiaries.

Using life event guides

Use these guides to identify account updates that may be needed after you experience a life-changing event.

Go paperless and be notified as soon as your documents are available

Get your documents faster with paperless delivery — up to two weeks faster than you would by mail.

 

Find information on completing transactions and updates by account type

Contact us

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

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.