Scroll for more

Welcome to the Personal Capital Investment Checkup

With multiple accounts at different financial institutions, it can be hard to see the full picture of your finances. It can be even more challenging to build a comprehensive investment plan based on where you are now and where you want to be.

Our new Personal Capital Investment Checkup uses your financial data in real-time and builds a personalized recommendation for you. See how a few changes now could offer you a more secure financial future or an early retirement.

Please see important disclaimers on the Investment Checkup tool page
// Page-specific JavaScript