Secure access for faster, cleaner transaction support.

Use the CRM portal to review service updates, documents, support conversations, appointments, and account coordination in one secure environment styled to feel like the main U.S. Capital Private Bank website.

Clients who use the portal consistently typically experience smoother routing, fewer delays caused by missing details, and better communication with the bank throughout the life of a transaction.

Secure sign-in Access client support activity, service requests, and transaction communication from one branded portal.

Faster processing Complete portal use helps the bank process requests with fewer follow-up questions and less manual cleanup.

Better coordination Projects, tickets, files, and updates stay tied to the right transaction instead of being scattered across channels.

Client Portal Access

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Client Portal Language Choose the language the client should see on-screen. The bank can continue working internally in English while the portal view is translated for the client.

Email Address

Password

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Forgot Password? Register Use guided registration

Need corporate verification? View Legal / Corporate Identity

Client Care

Coordinate support requests, follow document updates, and keep transaction communication inside one secure workspace instead of fragmented email chains.

Contact Support

Guided Onboarding

New client? Register with the full form or choose the guided wizard so you can complete your profile step by step and reduce onboarding delays.

Start Guided Registration

Profile Readiness

Thorough and accurate client details help support legal, regulatory, and internal review requirements while improving response quality from the bank.

Online Banking Access