1. All Companies › 
  2. Personal Capital Customer Service › 
  3. FAQ
Updated

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?

Yes, you can link multiple financial accounts to Personal Capital. Personal Capital provides a holistic financial management solution...

What investment options are available with Personal Capital?

Personal Capital offers a wide range of investment options to cater to different financial goals and risk preferences. Clients can...
Ask any question you have about Personal Capital customer service, get an answer now.
Contact Personal Capital customer service

Overview

What is Personal Capital?

Personal Capital is a comprehensive financial management platform that helps individuals take control of their financial lives. It...
Read more

How does Personal Capital work?

Personal Capital is a comprehensive financial management platform designed to help individuals track and manage their finances effectively....
Read more

Security

Is Personal Capital secure?

Yes, Personal Capital is highly secure. They understand the significance of protecting your financial information and employ industry-standard...
Read more

Account Linking

Can I link multiple financial accounts to Personal Capital?

Yes, you can link multiple financial accounts to Personal Capital. Personal Capital provides a holistic financial management solution...
Read more

Fees

Are there any fees associated with using Personal Capital?

Yes, there are fees associated with using Personal Capital. Personal Capital offers both free and premium services. The free services...
Read more

Mobile App

Can I use Personal Capital on my mobile device?

Yes, Personal Capital is compatible with mobile devices. You can easily access and utilize the Personal Capital app on both iOS and...
Read more

Spending Tracking

How does Personal Capital track my spending?

Personal Capital tracks your spending by securely linking your financial accounts to its platform. Once linked, it accesses your transaction...
Read more

Budgeting and Saving

Can I set up budgeting and saving goals in Personal Capital?

Yes, you can set up budgeting and saving goals in Personal Capital. Personal Capital offers robust budgeting tools that allow you to...
Read more

Investment Advice

Does Personal Capital provide investment advice?

Yes, Personal Capital provides investment advice to its users. As a registered investment adviser, Personal Capital offers personalized...
Read more

Investment Options

What investment options are available with Personal Capital?

Personal Capital offers a wide range of investment options to cater to different financial goals and risk preferences. Clients can...
Read more

Help me with my Personal Capital customer service issue

Ask any question you have about Personal Capital customer service. We will do our best to get you answers right away.
FAQ Table of Contents

Answers for More Companies

Was this page helpful?
Thank you and please share!
Thank you and please share!
Needs work
Sharing is what powers GetHuman's free customer service contact information and tools. You can help!
Updated