This app is for participants in American Funds RecordkeeperDirect employer sponsored retirement plans (i.e., plan ID’s that start with BRK or IRK and are accessed at americanfunds.com/retire). 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.
Fees
The transfer fee you charge is very high! With other accounts there is no fee so i will use them for retirement.
Needs index options and slow app
Any good 401k should have an option for a low cost unmanaged index fund
Owner
American Funds has wonderful support and can generate just about report that you or your TPA would need. They are great! Dr Joe Bonkowski
Retirement calculator
There is no way to gage if your saving enough as there is no retirement calculator in this app. Much prefer Empower
Easy to Use
App is good. It would be nice to have a widget for the home screen though.
Truly excellent
I find the app excellent. The staff is excellent and the results are more than excellent!!
Rollover impossible
I’ve been trying to roll this over for over 8 months. Always something wrong with paperwork including submitting three times and STILL can’t rollover. They make it extremely difficult if not impossible to rollover
iOS 17.2 support
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