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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.


Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who has 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 (“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 related to the number of people who link investable assets to the Dashboard during a given time period. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. 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 and has an incentive to present content favorable to PCC or Personal Capital Advisors Corporation (“PCAC”). 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, 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.