Capital Group American Funds - Individual Investor: Important Information for Linking Accounts


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Migration Date: TBD

Note: A final date has not been set by Capital Group American Funds. Capital Group American Funds cannot commit to any advance notice. We will notify impacted customers once we have a date.

Capital Group’s Website Update & Impact on Linked Accounts:

Capital Group American Funds will only support third-party access for individual investor accounts through an open banking connection when they launch their new website.  In order to use the open banking connection, users must be enrolled in Capital Group American Funds’ updated website.

Capital Group American will be rolling out the new experience to investors in phases over the coming months. To learn more about the Capital Group website launch, please click here.

Action Required:

Capital Group is rolling out access to its updated website in phases.

If you’d like to link your accounts using the ByAllAccounts open banking connection before you have been sent an enrollment invitation, please contact the Capital Group American Funds support team at (800) 421-4225 for assistance.

Once your account has been upgraded, either automatically or by request, you’ll need to complete the enrollment process for the new site experience. After enrollment, you can then reauthenticate your accounts for aggregation.

New FI Name for Capital Group:

New OAuth FI ID New OAuth FI Name Legacy FI ID Legacy FI Name Supported Access/Login Type Special Setup Instructions Known Limitations of the Open Banking API Provider Token Expiration Times (re-consent) Max Transaction History
127274Capital Group American Funds - Individual Investor48775Capital Group American Funds - Individual Investor - Legacy Individual Investor Users must be enrolled on the new website in order to link through API. Call Capital Group at (800) 421-4225 for assistance. Delegate user access is not supported on the API 1 year Beginning of last calendar year