How do I view my accounts online?
If your account is held at TD Ameritrade, you will log in through Orion by visiting our website and clicking the "Client Login" tab. Contact a Client Liaison and they will provide you with additional log in instructions. If your account is held at American Funds, you will visit capitalgroup.com/individual/.
If you are unsure where your account is held, please contact a Client Liaison for further assistance.