Private Client Services 4+
Client portal
The Capital Group Companies Inc.
-
- Free
Screenshots
Description
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
What’s New
Version 3.0.5
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.
Ratings and Reviews
Great update
This version is so much better. Thank you!
App Privacy
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
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- The Capital Group Companies Inc.
- Size
- 226.1 MB
- Category
- Finance
- Compatibility
-
- 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.
- Languages
- Age Rating
- 4+
- Copyright
- © The Capital Group Companies, Inc.
- Price
- Free