Private Client Services vs FBCU Mobile

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

Simplify your life and stay in control with First Basin Mobile for your Apple devices. View account history, transfer funds, deposit checks and pay bills all within the app. Manage Your Accounts • Quickly and securely access your account with biometric capable devices. • Review activity and balances in your account. • View and print copies of cleared checks. • Link your other First Basin accounts together for easy management. Transfers, Payments and Deposits • Transfer funds between your First Basin accounts. • Easily transfer funds to other First Basin members. • Quickly send money to anyone using P2P payments. • Pay your bills with First Basin's Bill Pay service. • Easily make your First Basin loan payment(s). Change the Look • Switch between light and dark mode on compatible devices. • Arrange the layout to see your account the way you want to see it. Card Controls • Easily turn your card on and off. • Report your card lost or stolen. • Quickly reorder an existing card. • Set spending limits. • Set alerts for amounts, transaction types and merchants. • Set location boundaries where your card(s) can be used. Stay Connected • Have a question? Start a chat with us for real time support. • Receive account alerts and other notices from First Basin. • Keep up with First Basin on social media. Locate • Easily find the nearest First Basin branch or ATM.