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 41–60 of 1,000 ranked alternatives.

  1. IHMVCU Mobile app icon

    IHMVCU Mobile

    I.H.Mississippi Valley Credit Union

    Check balances, deposit checks, make transfers, pay

    Check balances, deposit checks via photo, make transfers, and pay bills. Set transaction alerts and manage account settings. Access account information and view recent transactions. Log in using an account number and eServices code.

    ★ 4.811,567 ratingsFinanceFreeData updated 2026-09-09
  2. TipRanks Stock Market Analysis app icon

    TipRanks Stock Market Analysis

    TipRanks Ltd

    Track stocks, manage portfolios, access financial data

    Track performance and manage investment portfolios. Access financial news and analyst opinions. View data-driven scores for trends. Receive insights from Wall Street experts. Monitor updates in real time.

    ★ 4.818,597 ratingsFinanceFreeData updated 2026-09-12
  3. MobileGDWB app icon

    MobileGDWB

    THE GEO D WARTHEN, 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, edit scheduled payments, and view past payments.

    ★ 4.8512 ratingsFinanceFreeData updated 2026-09-13
  1. First Commerce_Mobile app icon

    First Commerce_Mobile

    First Commerce Bank

    Check balances and make transfers

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Deposit checks by photo. Set account alerts and manage account settings.

    ★ 4.7398 ratingsFinanceFreeData updated 2026-09-08
  2. Northwest Mobile Banking app icon

    Northwest Mobile Banking

    Northwest Savings Bank

    Check balances, make transfers, view transactions

    Check account balances, view recent transactions, and transfer funds. Make deposits and pay bills. Access Zelle® for personal customers. View credit score and locate ATMs. Approve or reject scheduled transfers for business customers.

    ★ 4.717,054 ratingsFinanceFreeData updated 2026-09-06
  3. NBS Benefits Mobile app icon

    NBS Benefits Mobile

    National Benefit Services, LLC

    View transactions, upload documents, and receive alerts

    View recent transactions and account balances. Upload claim documents and photos. Access email and SMS alerts. Contact administrator via email or phone. Use same login credentials as WealthCare Portal. Support stronger authentication methods.

    ★ 4.72,655 ratingsMedicalFreeData updated 2026-09-09
  4. Capitol Federal® Mobile app icon

    Capitol Federal® Mobile

    Capitol Federal Financial, Inc.

    Deposit checks and track balances

    Check account balances and review recent transactions. Transfer funds between accounts. Schedule payments and manage payee details. Deposit checks remotely. Locate nearby branches and ATMs. Enroll in online banking directly from the device.

    ★ 4.76,284 ratingsFinanceFreeData updated 2026-09-06
  5. Amalgamated Mobile Banking app icon

    Amalgamated Mobile Banking

    Amalgamated 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, edit scheduled payments, and set payment reminders. Deposit checks via photo.

    ★ 4.72,571 ratingsFinanceFreeData updated 2026-09-09
  6. Relyance Bank app icon

    Relyance Bank

    Relyance Bank, N.A.

    Check balances, make transfers, pay bills, deposit

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Schedule one-time bill payments and manage payees. Deposit checks by photo. Set transaction alerts and lock accounts remotely.

    ★ 4.82,247 ratingsFinanceFreeData updated 2026-09-21
  7. FNCBank Mobile app icon

    FNCBank Mobile

    The First National Bank of Chatsworth

    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 and make deposits via photo. Set account alerts and manage card security remotely.

    ★ 4.71,312 ratingsFinanceFreeData updated 2026-09-06
  8. GFA MOBILE app icon

    GFA MOBILE

    GFA Federal Credit Union

    Check balances, pay bills, make transfers

    Check balances, view transactions by date or check number. Transfer funds between accounts. Pay bills and access 90 days of recent activity. Lock accounts and set transaction alerts.

    ★ 4.81,731 ratingsFinanceFreeData updated 2026-09-08
  9. FCB NOW Mobile app icon

    FCB NOW Mobile

    First Community Bank TX

    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 using camera. Transfer funds between accounts. View account history and transaction details.

    ★ 4.81,678 ratingsFinanceFreeData updated 2026-10-02
  10. First Source app icon

    First Source

    First Source Federal Credit Union

    Manage accounts, view balances, transfer funds, pay

    Manage accounts and cards, view balances and transactions, transfer money, pay bills, pay friends, deposit checks by photo, and locate branches and ATMs. Set up two-factor authentication for secure access and encrypted data transmission.

    ★ 4.85,893 ratingsFinanceFreeData updated 2026-09-08
  11. Edifi Credit Union app icon

    Edifi Credit Union

    EdiFi Federal Credit Union

    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. Federally insured by the NCUA.

    ★ 4.61,069 ratingsFinanceFreeData updated 2026-10-06
  12. Canvas Credit Union app icon

    Canvas Credit Union

    Canvas Credit Union

    Check balances, deposit checks, track spending, apply

    Check account balances, track spending, and set savings goals. Deposit checks via photo. Apply for loans and manage transactions. Access financial wellness tools and resources.

    ★ 4.818,198 ratingsFinanceFreeData updated 2026-09-12
  13. Bernstein Private Wealth app icon

    Bernstein Private Wealth

    AllianceBernstein L.P.

    Access account balances and transfer funds

    Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
  14. Fort McClellan Credit Union app icon

    Fort McClellan Credit Union

    Fort McClellan Credit Union

    Check balances, review transactions, transfer funds

    Check account balances and review recent transactions. Transfer funds between accounts. Access secure financial information anytime, anywhere. Requires enrollment in Virtual Branch for full functionality.

    ★ 4.8591 ratingsFinanceFreeData updated 2026-09-12
  15. Navigator Credit Union app icon

    Navigator Credit Union

    Navigator Credit Union

    Check balances and review transactions

    Check account balances and review transaction history anytime. Deposit checks via smartphone camera. Make payments on loans and cards. View available funds and recent activity. Set up personalized recommendations. Transfer funds between accounts.

    ★ 4.98,015 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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