Quicken | American Funds

Downloading to Quicken – American Funds retirement plan accounts

Downloading your American Funds account information to Quicken® is easy. This feature is available with most American Funds retirement plans. To find out how to download your account activity to Quicken, find the website address on the account statement you receive every quarter and refer to the table below. If the website address is not listed below, visit the website or ask your employer to see if your plan offers Quicken downloads.

Website address on your account statement How to download your retirement account transactions to Quicken
www.myretirement.americanfunds.com Log in to your account and select Transaction history/Quicken & MS Money under “View your account” in the left-hand menu.
www.americanfunds.com/retire Log in to your account and select Transaction history/Quicken under “Account information” in the left-hand menu. Click on the Download to Quicken tab near the top of the page.*
www.americanfunds.com On the Quicken “Add investment accounts” page, click on Add Account next to Single Mutual Fund. Select American Funds as the institution for this account, and follow the directions.*

* Not available for Quicken Mac.