Welcome to American Funds Online Group Investments

You’ve made it easy for your employees to save. Let us make your contribution process just as easy by registering for online group investments today.


Managing your employer-sponsored plan online is:

Fast

  • Managing your plan in just minutes and free up time for other important tasks.
  • Put assets to work sooner by making investments directly from your bank account.

Safe

  • Know that your employee data is fully encrypted and secure.
  • Avoid unnecessary security risks from lost or mishandled mail.

Convenient

  • Service your plan whenever you want.
  • Send electronic submissions to eliminate paperwork and postage.

Expand All

Site Features

  • Review Recent Activity
  • Roster history gives you an at-a-glance view of your contribution history for the past 18 months. You can review the status and contribution details of previously submitted rosters or return to a saved work-in-progress roster at the click of a button.

  • Enter New Contributions Manually
  • Submit a payroll contribution in a few easy steps:

    • Enter a trade date (optional).
    • Specify the contribution year, if applicable.
    • Input contribution amounts.
    • Verify and submit.

  • Upload a Payroll Contribution Spreadsheet
  • You can also submit contributions by importing a spreadsheet.

    • Format your own spreadsheet (see image below) or use the default roster template available online.
    • Upload the completed file to streamline your process.

  • Update Plan Information
  • Easily update email and mailing addresses, bank information or participant fund allocations for your plan. Also, once you’ve logged into the website, you’ll have access to the Online Group Investments User Guide. This guide provides a combination of visuals and step-by-step instructions for each section of the website.

Ready to get started? See "New to our site?" near the LOG IN button above.

Login


For login help, please contact us.

New to our site?

If you have a user ID, register now.

If you need a user ID, complete and send us this form: Online Group Investments (OGI) Submitting Contributions (PDF).

If you need help, please contact us.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Use of this website is intended for U.S. residents only.

 

Who are you ?

FINANCIAL INTERMEDIARIES

INVESTORS

INSTITUTIONS

RETIREMENT PLANS

Financial Professional Individual Investor Institution or Consultant Employer or Plan Sponsor
RIA Private Client Third-Party Administrator
Retirement Plan Investor
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

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 34 OR 135

Visit americanfunds.com/retire Visit myretirement.americanfunds.com

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