Don
Posted
Great platform
Great platform. No 5 start because when signed up was told would receive $20 yet after almost a month no way to follow up on.

Great
719 reviews
Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Consumer Courier, with an average rating of 4.4 out of 5.
Showing 108 reviews with 4 stars · Clear filters
Don
Posted
Great platform. No 5 start because when signed up was told would receive $20 yet after almost a month no way to follow up on.
Carlos Javier B.
Posted
It's great just wish they could support T-Mobile Money Checking account already :). That would turn my rating to a 5 star
Dianne
Posted
Problems loading some accounts,
Jerry
Posted
Overall good service, love the portfolio allocation check. I would like improvement to the accounts linking, often times my accounts unlink or duplicate.
Ed Van W.
Posted
It works well, however I have had a ticket open for months now due to an account not showing correctly and your support team have not fixed it yet.
James
Posted
Please track google pay balances. I can’t add my google pay account
Bruno F.
Posted
No budgeting
Maurice
Posted
Just setting things up, but good so far. I like the Net Worth feature and full view of accounts and investments.