EXCH Mobile vs Private Client Services

EXCH Mobile is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view. It’s fast, secure and makes life easier by empowering you with the tools you need to manage your finances. Here’s what else you can do with EXCH Mobile: Keep your transactions organized by allowing you to add tags, notes and photos of receipts and checks. Set up alerts so you know when your balance drops below a certain amount Make payments, whether you’re paying a company or a friend Transfer money between your accounts Deposit checks in a snap by taking a picture of the front and back Reorder your debit card or turn it off if you’ve misplaced it View and save your monthly statements Find branches and ATMs near you Secure your account with a 4-digit passcode and fingerprint or face reader on supported devices. To use the EXCH Mobile app, you must be enrolled as a EXCH Mobile digital banking user. If you currently use our Internet Banking, simply download the app, launch it, and login with the same Internet Banking credentials.

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