Private Client Services app icon

Apps Like Private Client Services for iPhone and iPad

Check balances and review assets

Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

by The Capital Group Companies Inc.★ 4.410 ratingsFinanceFreeData updated 2026-09-06

Private Client Services screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Wells Fargo Mobile® app icon

    Wells Fargo Mobile®

    Wells Fargo Bank

    Manage accounts, view balances, track transactions

    Access cash, credit, and investment accounts with biometric authentication. Review transaction history and balances. Manage credit card transactions, rewards, and card settings.

    ★ 4.910,763,583 ratingsFinanceFreeData updated 2026-09-20
  2. Fiduciary Trust International app icon

    Fiduciary Trust International

    Fiduciary Trust Company International

    Manage accounts and view balances

    View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.

    ★ 4.49 ratingsFinanceFreeData updated 2026-09-06
  3. Houston Trust GWAccess app icon

    Houston Trust GWAccess

    Houston Trust Company

    View portfolio, send messages, track transactions

    View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. CTBI Mobile app icon

    CTBI Mobile

    Community Trust Bank, Inc.

    Check balances, make transfers, pay bills

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills with one-time payments.

    ★ 4.913,264 ratingsFinanceFreeData updated 2026-09-08
  2. Commercial Capital Bank app icon

    Commercial Capital Bank

    Commercial Capital Bank

    Check balances, make transfers, pay bills

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills, edit scheduled payments, and view payment history.

    ★ 4.6210 ratingsFinanceFreeData updated 2026-09-09
  3. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,020 ratingsFinanceFreeData updated 2026-09-06
  4. Vanguard: Save, Invest, Retire app icon

    Vanguard: Save, Invest, Retire

    The Vanguard Group, Inc.

    Invest, track, and manage your portfolio

    Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.

    ★ 4.6177,458 ratingsFinanceFreeData updated 2026-09-19
  5. Prosperity Mobile Banking app icon

    Prosperity Mobile Banking

    Prosperity Bank

    Check balances and make transfers

    Check account balances and view recent transactions by date, amount, or check number. Transfer funds between accounts, pay bills, and deposit checks via photo. Find branch locations and manage payments through the .

    ★ 4.883,623 ratingsFinanceFreeData updated 2026-09-08
  6. Gibsland Bank Mobile app icon

    Gibsland Bank Mobile

    Gibsland Bank & Trust Company

    Check balances and make transfers

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between & Trust accounts. Search for transactions and view detailed information.

    ★ 4.81,270 ratingsFinanceFreeData updated 2026-09-08
  7. HomeStreet Mobile Banking app icon

    HomeStreet Mobile Banking

    HomeStreet Bank

    Check balances, make transfers, pay bills, deposit

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills and deposit checks via photo. Set up alerts and manage account settings remotely.

    ★ 4.810,570 ratingsFinanceFreeData updated 2026-09-06
  8. Vio Bank Mobile app icon

    Vio Bank Mobile

    Digital Development LLC

    Check balances, view statements, make deposits

    Check account balances and review recent transactions. Transfer funds between accounts. Deposit checks remotely. Access statements and tax forms electronically.

    ★ 4.64,814 ratingsFinanceFreeData updated 2026-09-16
  9. First PREMIER Bank Trust app icon

    First PREMIER Bank Trust

    First PREMIER Bank

    View portfolio balances securely

    View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.

    ★ 4.29 ratingsFinanceFreeData updated 2026-09-11
  10. PlainsCapital Mobile Banking app icon

    PlainsCapital Mobile Banking

    PlainsCapital Bank

    Check balances, make transfers, pay bills, deposit

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills and send money to others. Deposit checks via photo.

    ★ 4.99,051 ratingsFinanceFreeData updated 2026-09-11
  11. RenasantBiz for iPhone app icon

    RenasantBiz for iPhone

    Renasant Bank

    Check balances, make transfers, deposit checks

    Check account balances and search recent transactions by date, amount, or check number. Transfer funds between accounts. Deposit checks remotely.

    ★ 4.61,653 ratingsFinanceFreeData updated 2026-09-09
  12. Firstar Bank Mobile app icon

    Firstar Bank Mobile

    FIRST MUSKOGEE FINANCIAL CORP.

    Check balances and make transfers

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills, edit scheduled payments, and view payment history.

    ★ 4.81,469 ratingsFinanceFreeData updated 2026-09-08
  13. SAFE Federal Credit Union app icon

    SAFE Federal Credit Union

    SAFE Federal Credit Union

    Check balances, view transactions, transfer funds, pay

    Check account balances and view recent transactions. Transfer money between accounts and pay bills. Locate ATMs and branch locations. Access funds securely from a mobile device.

    ★ 4.89,225 ratingsFinanceFreeData updated 2026-09-18
  14. Classic Bank Mobile app icon

    Classic Bank Mobile

    Classic Bank N.A.

    Check balances, make transfers, pay bills

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Schedule one-time bill payments.

    ★ 4.81,018 ratingsFinanceFreeData updated 2026-09-09
  15. Members Credit Union Mobile app icon

    Members Credit Union Mobile

    Members Credit Union

    Check balances, view activity, send money, track

    Check account balances, view recent activity and transaction history. Send and receive secure messages. Transfer money between accounts. Access pending transactions. Manage financial information securely with encryption and authentication features.

    ★ 4.71,558 ratingsFinanceFreeData updated 2026-09-16
  16. FNBOTN Mobile app icon

    FNBOTN Mobile

    First National Bank of Tennessee

    Check balances, transfer funds, pay bills

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills, revise payment schedules, and schedule recurring payments. Deposit checks by photo.

    ★ 4.94,410 ratingsFinanceFreeData updated 2026-09-08
  17. Mobile First app icon

    Mobile First

    First Community Bank of Batesville

    Check balances and make transfers

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills to existing payees or cancel scheduled payments. Deposit checks via photo.

    ★ 4.84,470 ratingsFinanceFreeData updated 2026-09-09

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.