Can I link multiple financial accounts to Personal Capital?

Asked 6 months ago
Yes, you can link multiple financial accounts to Personal Capital. Personal Capital provides a holistic financial management solution that allows you to connect and track all your accounts in one place. This includes bank accounts, credit cards, investment portfolios, retirement accounts, mortgages, and even loans. By securely linking your accounts, Personal Capital automatically updates and syncs your financial data for a consolidated overview of your finances. This allows you to easily monitor your net worth, track spending, analyze investment performance, and plan for your financial goals. With Personal Capital, you can efficiently manage multiple accounts and gain a comprehensive understanding of your overall financial situation, empowering you to make informed financial decisions.
Jeff Whelpley is the editor / author responsible for this content.
Answered Nov 1, 2023

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