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Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
✓Secure Multi-Factor Authentication
✓Comprehensive account overview
✓Investment results and holdings
✓Recent transactions
✓Research insights
✓Team contact information
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What's New in Private Client Services
5.1
March 7, 2026
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.
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FAQ
Is Private Client Services secure?
Yes, Private Client Services utilizes Secure Multi-Factor Authentication for login, ensuring a high level of security for your account information. This is a standard security measure for financial applications.
What financial institutions does Private Client Services support?
This app is specifically designed for clients of Capital Group Private Client Services. It provides access to your Capital Group accounts and information.
What types of transactions can I view in Private Client Services?
You can view recent transactions within your account directly through the app. This allows for easy monitoring of your investment activity.
Does Private Client Services have ads?
No, Private Client Services does not contain advertisements. The app is free to download and use, focusing solely on providing account management features.
What devices is Private Client Services available on?
Private Client Services is available on iPhones and iPads, as indicated by its supported devices. It is designed for the iOS platform.
How often is Private Client Services updated?
The latest version of Private Client Services is 5.1, last updated on March 7, 2026. This indicates a commitment to regular updates and improvements.
What is the age rating for Private Client Services?
Private Client Services has an age rating of 4+, making it suitable for users of all ages. This rating suggests no mature content within the application.
What do users like about Private Client Services?
Users appreciate the app's ability to provide comprehensive account overviews, investment results, and up-to-date holdings. The secure login and access to research insights are also frequently cited as valuable features.
