American Funds: Quicken and Microsoft Money downloads now available | American Funds

Select your location

  • Japan
  • Taiwan
  • International - other
  • U.S. Offshore

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Wer bist du ?

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Qui êtes vous ?

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Qui êtes vous ?

Sélectionnez un autre emplacement

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Who are you ?

Select another location

Who are you ?

RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Quicken and Microsoft Money downloads now available

Now you can save time by importing your retirement plan account activity into Quicken® or Microsoft® Money.

In addition to viewing your account activity, including contributions, withdrawals and transfers, you’ll be able to see your total financial picture and better manage your personal finances by using the downloaded information to:

  • View investment gains and losses, in absolute value and as a percentage change
  • Chart investment results against several market indexes
  • Compare your current asset allocations against your desired allocations

To download the files, log in to your account and click on Transaction History under the View Account section in the left-hand menu. The files are available at the bottom of the screen.

Once you’ve downloaded the file, open either Quicken or Money and then follow the instructions to import the file into the application.