Keeping Your
Account Safe
At Personal Capital, we keep your best interests in mind. This includes never, ever selling your data. And when we share your data with third parties to help us deliver our services, we make sure they don’t sell your data either. After all, nobody wants their contact information sold to telemarketers.
We all know that when it comes to security you can’t rest on your laurels. Every day, criminals come up with new ways to breach companies. That’s why at Personal Capital we believe in constant security testing and improvements. Our security team always scans and tests our systems for security issues, and we utilize a layered defense-in-depth approach.
Protecting Your Data
All sensitive information is protected at rest and in transit.
Data is encrypted with AES-256 with multilayer key management, including rotating user-specific keys and salts.
Strict internal access controls no individual at Personal Capital has access to your credentials.
Partnering With The Industry Leader To Keep Your Credentials Safe
Benefit from our partnership with Yodlee, a financial technology industry veteran, to facilitate aggregation of your accounts. With over a decade of experience connecting with financial institutions, Yodlee provides an added layer of safety between your data and anyone who would want to access your account information. Your bank and brokerage credentials are only stored at Yodlee, not in Personal Capital’s database.
Your credentials are safer in Yodlee’s data center than they are in your browser!
In Partnership With
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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.
