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.★ 4.111 ratingsFinanceFreeData updated 2026-10-01

Private Client Services screenshots

Ranked alternatives

Showing 241–260 of 1,000 ranked alternatives.

  1. Salem Co-operative Bank Mobile app icon

    Salem Co-operative Bank Mobile

    Salem Co-operative Bank

    Check balances, pay bills, transfer funds

    Check balances and review recent transactions. Pay bills and transfer funds. Deposit checks via photo. Locate nearby branches and ATMs. Set up alerts for account activity.

    ★ 4.7212 ratingsFinanceFreeData updated 2026-09-10
  2. Quail Creek Bank Mobile app icon

    Quail Creek Bank Mobile

    Quail Creek Bank

    Check balances and track transactions

    Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, schedule payments, and manage payees directly from the .

    ★ 4.91,422 ratingsFinanceFreeData updated 2026-09-08
  3. F&M Trust Mobile Business app icon

    F&M Trust Mobile Business

    FARMERS AND MERCHANTS TRUST COMPANY OF CHAMBERSBURG

    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 and schedule bills. Deposit checks remotely via photo.

    ★ 4.8102 ratingsFinanceFreeData updated 2026-10-13
  1. First Savings Bank Personal app icon

    First Savings Bank Personal

    First Savings Bank, F.S.B.

    Check balances, make transfers, pay bills,

    Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks remotely. Track finances on smartphone.

    ★ 4.2506 ratingsFinanceFreeData updated 2026-09-06
  2. Valley 1st CU app icon

    Valley 1st CU

    VALLEY 1ST COMMUNITY FEDERAL CREDIT UNION (INC)

    Check balances, pay bills, transfer money

    Check account balances and review recent transactions. Transfer funds between accounts. View and pay enrolled bills. Access secure financial information anytime, anywhere.

    ★ 4.697 ratingsFinanceFreeData updated 2026-09-06
  3. UCB Banking app icon

    UCB Banking

    United Community Bank Iowa

    View accounts, check balances, transfer funds

    View account balances and recent transactions. Transfer funds between accounts. Pay bills and send money via Zelle. Deposit checks by photo. Locate branches and contact customer service through the .

    ★ 4.7165 ratingsFinanceFreeData updated 2026-09-10
  4. GS PWM app icon

    GS PWM

    Goldman Sachs

    View portfolio, contact team, track insights

    View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.

    ★ 4.386 ratingsFinanceFreeData updated 2026-09-16
  5. Lisle Savings Bank app icon

    Lisle Savings Bank

    Lisle Savings Bank

    Check balances, make transfers, pay bills, deposit

    Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks by photo. Locate branches and view account details. Transfer funds between accounts.

    ★ 4.6264 ratingsFinanceFreeData updated 2026-10-09
  6. 1st Lockhart National Bank app icon

    1st Lockhart National Bank

    First-Lockhart Bank

    Check balances, make transfers, pay bills,

    Check account balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Make transfers between accounts and pay bills directly. Deposit checks by photo.

    ★ 4.6451 ratingsFinanceFreeData updated 2026-09-06
  7. First Exchange Bank app icon

    First Exchange Bank

    First Exchange Bank

    Check balances, send transfers, pay bills

    Check account balances and review recent transactions. Transfer funds between accounts. Pay bills directly from the . Deposit checks using a mobile device. Locate nearby branches and ATMs.

    ★ 4.8605 ratingsFinanceFreeData updated 2026-09-09
  8. Lakeview Federal Credit Union app icon

    Lakeview Federal Credit Union

    Lakeview Federal Credit Union

    Check balances, pay bills, transfer money

    Check account balances and review recent transactions. Transfer funds between accounts. View and pay bills with enrolled bill pay. Access secure financial information anytime from a mobile device.

    ★ 4.8293 ratingsFinanceFreeData updated 2026-09-14
  9. UnitedCitizensBankofSouthernKY app icon

    UnitedCitizensBankofSouthernKY

    United Citizens Bank of Southern Kentucky, Inc.

    Check balances and view transactions

    Check account balances and view recent transactions. Transfer money between accounts and pay bills to existing payees. Access personal accounts using an existing username and password.

    ★ 4.8166 ratingsFinanceFreeData updated 2026-09-06
  10. Northeast Community CU app icon

    Northeast Community CU

    NORTHEAST COMMUNITY CREDIT UNION

    Check balances, pay bills, transfer funds

    Check account balances, review recent transactions, and pay bills directly. Transfer funds between accounts and access loan information. Securely manage finances from anywhere without additional fees.

    ★ 4.9718 ratingsFinanceFreeData updated 2026-09-12
  11. La Capitol FCU app icon

    La Capitol FCU

    La Capitol Federal Credit Union

    Check balances, transfer funds, view transactions,

    Check balances 24/7. View pending transactions and transaction history. Send and receive secure messages. Access branch hours and location information. Perform fund transfers and check account messages remotely.

    ★ 4.72,247 ratingsFinanceFreeData updated 2026-09-09
  12. Resource Bank Mobile app icon

    Resource Bank Mobile

    Resource Bank

    Check balances and transfer funds

    Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, schedule payments, and manage payees directly from the .

    ★ 4.91,735 ratingsFinanceFreeData updated 2026-09-08
  13. Benefits OnLine app icon

    Benefits OnLine

    Merrill Lynch

    Manage accounts and check balances

    Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.

    ★ 3.01,213 ratingsFinanceFreeData updated 2026-09-15
  14. Clear Fork Bank app icon

    Clear Fork Bank

    First National Bank Albany/Breckenridge

    Check balances and view transactions

    Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments. Use Touch ID or Face ID for secure access.

    ★ 4.9572 ratingsFinanceFreeData updated 2026-09-08
  15. Premier Financial Credit Union app icon

    Premier Financial Credit Union

    Premier Financial Credit Union

    Check balances, pay bills, transfer money

    Check account balances and review recent transactions. Transfer funds between accounts. View and pay bills if enrolled in bill pay. Access secure information anytime from a mobile device.

    ★ 4.6252 ratingsFinanceFreeData updated 2026-09-25
  16. Burling Bank Mobile app icon

    Burling Bank Mobile

    Burling 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 and make payments. Deposit checks via device camera. Find branch locations and access customer support.

    ★ 4.9166 ratingsFinanceFreeData updated 2026-09-16
  17. Merchants Commercial Bank app icon

    Merchants Commercial Bank

    MERCHANTS COMMERCIAL 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 anytime. Deposit checks by photo. Set alerts and lock cards remotely.

    ★ 4.8318 ratingsFinanceFreeData updated 2026-09-11

How we rank alternatives

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