nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

American Funds new 529 F2 mutual funds

aodcap

American Funds transferred/exchanged my account from an F1 to an F2 mutual fund for my 529 - Investment Company of America. The mutual fund code is 1604. When I attempt to add, the F2 account it is not listed. When I access by account via the capital group's web site, I can clearly see that the F2 account is present. Why can't I add the the 529 F2 account? Is anyone else experiencing this issue?

Find more posts tagged with

Comments

EVGreenman

Yep, having exactly the same issue. I'm seeing the older F1 shares 13xx & 14xx but the 16xx shares that are the new F2 shares don't show up.

EVGreenman

One other point. I thought I might be able to resolve this with the Mutual Fund Conversion utility in Quicken Premier but I've not been able to find that function. I do see a Mutual Fund Renaming function but that clearly isn't the same. Not sure if that's because I need to change these from Brokerage accounts to something else but that seems irrelevant for now until the 16xx accounts come online for download.

KathyH

Yes I am having the same issue. In the past I was able to just go to add account, but like you said, the new share type is not showing up as an option. So frustrating!

aodcap

I just try adding them. I can see the new 1604 accounts. However, there seems to be a communication issue between Quicken and the accounts. I'll try later this afternoon but at least I see them now.