Create New File. Select New Quicken Account. Add Account.
Select Brokerage under Primary Accounts. Add Brokerage Account. Type American Funds in the window. Click Next. Add Brokerage Account (Continued).
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Enter your Social Security number and americanfunds.com password. Click Connect. Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 8). Accounts Added.
Review the summary of accounts and transactions added to Quicken. Click Finish.