# Private Client Services — Client portal

> Mobile portal for Capital Group Private Client Services clients to manage accounts. (iPhone/iPad app by The Capital Group Companies Inc..)

- Source: https://appshunter.io/ios/app/private-client-services/id1528067380 (this page in markdown: same URL + `.md`)
- Developer: [The Capital Group Companies Inc.](https://appshunter.io/developer/1454038881)
- Category: Finance
- Price: Free
- Rating: 4.40/5 from 10 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 17.0 · 56 MB
- Released: 2020-08-29
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/private-client-services/id1528067380/reviews.md

## What is Private Client Services?

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

## Key features

- Secure Multi-Factor Authentication
- Comprehensive account overview
- Investment results and holdings
- Recent transactions
- Research insights
- Team contact information

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/private-client-services/id1528067380/reviews.md

### 1/5 — Can’t open app

*2026-03-17*

Can’t even open the app

### 5/5 — Great update

*2023-07-30*

This version is so much better. Thank you!

## Frequently asked questions about Private Client Services

### 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.

## Version history (last 3 releases)

### 5.1 — 2026-03-07

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.

### 3.0.5 — 2022-10-26

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.

### 2.5.2 — 2020-08-29

No release notes.

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## More apps by The Capital Group Companies Inc.

- [Capital Group Pro](https://appshunter.io/ios/app/capital-group-pro/id1454038882)

All apps by The Capital Group Companies Inc.: https://appshunter.io/developer/1454038881

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*