Private Client Services
Client portal
Free
The Private Client Services app gives Capital Group Private Client Services clients secure and easy access to detailed account information.
Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It’s easier than ever to check balances, review asset allocation, view transactions, assess results, and more.
Features include:
• Secure Multi-Factor Authentication login
• Comprehensive account overview
• Complete investment results
• Up-to-date holdings
• Recent transactions
• Insights from Capital Group research analysts
• Your team’s contact information
The completely redesigned portal will include a host of new and expanded features, including a more intuitive interface, simpler navigation, quicker access to data and greatly enhanced functionality. The improvements are designed to make it easier to check your account, view transactions and download important information.
The developer, The Capital Group Companies Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- The Capital Group Companies Inc.
- Size
- 226.1 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Age Rating
4+
- 4+
- Copyright
- © The Capital Group Companies, Inc.