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Reviews of our Financial Tools.

Feedback from people who use our tools is very important to us. Why? So we can keep improving our tech, and add new useful features. Not just in our award-winning app, but for tablets and desktop, too. Are you ready to know where you stand financially? Sign up now, or scroll down to read some reviews.

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Why choose

Because we always put you first. When you sign up and link your accounts, you’ll get to see all of your accounts in one place, giving you complete transparency. Plus, we have a security team dedicated to safeguarding your data.

  • See your banking, savings, investments, mortgages, retirement accounts, and even debt to get a 360° view of all your money.

  • Our tools help you find hidden fees, plan for retirement, plan for college savings, and more.


In accordance with SEC regulations, we have filtered out and removed all reviews related to Personal Capital Advisors Corporation’s wealth management services. We have also removed any reviews containing offensive or derogatory language.


["Author"] has entered into a referral agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid between $70 and $150 for each person who uses webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author may also be eligible to participate in an additional bonus compensation program through which the Author will be paid additional compensation based on achievement of certain goal metrics. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Author is not affiliated with Personal Capital 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 by Author to Personal Capital and subscribe for investment advisory services provided by Personal Capital’s subsidiary, Personal Capital Advisors Corporation (“PCAC”), will not pay increased management fees or other similar compensation to Author, Personal Capital or PCAC as a result of the referral arrangement. Additional information about PCAC is contained in Part 2A of PCAC’s Form ADV. This referral agreement with Author does not imply a sponsorship, endorsement, approval, investigation, verification, or monitoring by PCAC of the contents of the Author's website. Personal Capital is not responsible for the content of any website owned by a third party that may be linked to Personal Capital's Website regardless of whether the link is provided by PCAC or a third party. Personal Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.