1.
Create your Personal Capital account.
Start by using your email and phone number to sign in. Then, you’ll receive on automated phone call, email, or SMS asking you to confirm your identity.
How to link your accounts to the
Personal Capital Dashboard.
It's easy to link all your accounts and get a 360° view of your money.
Why is this important, and how can it help you meet your goals? Read more here.
1.
Create your Personal Capital account.
Start by using your email and phone number to sign in. Then, you’ll receive on automated phone call, email, or SMS asking you to confirm your identity.
2.
Link your financial accounts.
Search for your financial institution by name, or you can enter the web address of their site.
If you have multiple account types, select to view just one category such as Cash, Credit Cards, Loans, or Investments.
3.
Enter the credentials for each account.
When you enter your credentials and click "Continue", we verify them with your financial institution.
4.
Done! See all your accounts in one place.
In just minutes, you can set a budget, see where you're money has gone in and out, and know your true net worth.
How to get the most out of
your Personal Capital Dashboard.
We help you take control of your financial life by organizing all your accounts in one place, including your investments.
We bring together your investments, IRA, 401k, credit cards, and banks, all in one place.
Tip: Use our analytics tools to go even deeper when you plan.
Get peace of mind.
Our highest priority is keeping your financial data safe and secure.
We use multiple layers of security in every component of our systems
to keep your accounts and money safe and your information private.
How to link your accounts to the
Personal Capital Dashboard.
It's easy to link all your accounts and get a 360° view of your money.
Why is this important, and how can it help you meet your goals? Read more here.
2.
3.
4.
How to get the most out of
your Personal Capital Dashboard.
We help you take control of your financial life by organizing
all your accounts in one place, including your investments.
We bring together your investments, IRA, 401k, credit cards, and banks, all in one place.
Tip: Use our analytics tools to go even deeper when you plan.
Sign up for free tools.
- See all your money, all in one place.
- Stay on track with our Retirement Planner.
- Get up to date with our Investment Checkup.
Invest with logic.
Plan with heart.™
Sign up for free tools.
- See all your money, all in one place.
- Stay on track with our Retirement Planner.
- Get up to date with our Investment Checkup.
Invest with logic.
Plan with heart.™
Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who have entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author is not affiliated with PCC and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, Personal Capital Advisors Corporation (“PCAC”) will not pay increased management fees or other similar compensation to Author, PCC or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A.
