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Personal Capital Customer FAQ

Top Answers & How-to Guides

What is Personal Capital's Phone Number?

The question we are asked most often is about how to talk to Personal Capital customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I link multiple financial accounts to Personal Capital?

Personal Capital allows linking multiple financial accounts, including banks, investments, and credit cards, to provide a full...
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Recent Personal Capital Customer Questions

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Functionality

How does Personal Capital work?

Personal Capital is a financial management platform that consolidates personal finance elements like budgeting, investment...
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Can I link multiple financial accounts to Personal Capital?

Personal Capital allows linking multiple financial accounts, including banks, investments, and credit cards, to provide a full...
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Can I use Personal Capital on my mobile device?

Yes, Personal Capital has a mobile app compatible with iOS and Android, allowing users to manage finances conveniently. The app...
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How does Personal Capital track my spending?

Personal Capital tracks spending by securely linking to users' financial accounts, automatically categorizing transactions into...
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Can I set up budgeting and saving goals in Personal Capital?

Personal Capital does offer tools for budgeting and setting saving goals, allowing users to analyze their spending and track...
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What integrations does Personal Capital offer with banks and other financial institutions?

Personal Capital allows users to connect a wide range of banks, brokerage accounts, retirement accounts, and credit unions,...
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Security

Is Personal Capital secure?

Personal Capital prioritizes security by implementing advanced encryption, two-factor authentication, and regular audits to...
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How does Personal Capital ensure data privacy?

Personal Capital prioritizes data privacy with measures such as bank-level encryption, multifactor authentication, and regular...
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Fees and Costs

Are there any fees associated with using Personal Capital?

Personal Capital provides many financial tools for free, such as investment tracking and budgeting. However, their wealth...
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What features are included in the free version of Personal Capital?

The free version of Personal Capital includes a comprehensive financial dashboard for account integration, budgeting tools for...
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Investment Services

Does Personal Capital provide investment advice?

Personal Capital offers investment advice through wealth management services that blend technology and expert guidance. Clients...
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What investment options are available with Personal Capital?

Personal Capital provides a variety of investment options, including personalized management and a focus on long-term growth...
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Can Personal Capital help with retirement planning?

Personal Capital is equipped to assist with retirement planning through tools that offer a complete overview of finances, such...
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We look to the Personal Capital issues that customers have reported to GetHuman to decide which questions are the most common and how much time to spend researching how to solve them.
Personal Capital issues reported to GetHuman
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