The American Funds Advisor website offers investment news and tools to help financial advisors manage their clients’ accounts. A calendar of events provides links to upcoming and archived webinars. The Fund Finder allows users to search for American Funds products by objective and asset type. Financial advisors can compare the yields and fees of several funds at once.
Financial advisors can access information and tax forms for reporting clients’ investment income. Downloadable forms for setting up new accounts, opening IRAs and establishing 529 college savings plans are also available. The website offers fund-specific sales brochures and presentations approved by the Financial Industry Regulatory Authority to help financial advisors discuss common issues with their clients.
Financial advisors who have registered for an American Funds ID number can also access planning tools such as a portfolio analyzer, retirement plan cost comparison tool, preliminary fee quote calculator and a hypothetical generator. Life event checklists allow the financial advisor to keep up with the client’s needs after major milestones such as marriage and retirement. Users requiring personal assistance may call the American Funds Advisor Marketing department at (800) 421-9900. The website provides this telephone number for easy reference, along with a link to additional contact information for various American Funds departments.