Personal Capital Customer Service

Phone Number & Contact Info

Personal Capital's Best Phone Number

Toll-free·Calls Customer Service·Most popular Personal Capital number

How do I talk to a live human at Personal Capital?

A:Calling this Personal Capital number should go right to a real human being

Does Personal Capital offer 24 hour customer service?

A:Yes! This call center operates 24 hours a day, 7 days a week. The least busy day is Tuesday, and the most busy day is Friday.

How long will I wait on hold?

A:We don't expect that you will have to wait to talk to a person. This is a direct line. How is this calculated?

How do I get through the phone menu to a live person?

GetHuman researchers routinely call this Personal Capital phone number to document the phone system.
Here is our latest tip for weaving through the phone menu to get to a real person the fastest: Calling this Personal Capital number should go right to a real human being
In fact, much of this information on this page is superfluous because this Personal Capital phone number is a direct line to a human being. The line is well-staffed and you should anticipate a very short wait on hold or none whatsoever, as long as you are calling during business hours.
We don't know of any phone menus you would encounter when calling either.

What are the hours and when should I call?

Personal Capital operates the call center for this 855-855-8005 phone number 24 hours, 7 days. The short answer is that you should call on a Tuesday. This observation and the following section are based on analysis of a sample set of 175 calls made in the last 90 days using our free, web-based phone (see above).
An important note: busy times vs hold times vs best time to call
When we refer to busy or less busy times, we are talking about the volume of calls. The busiest times are when the most people are calling this Personal Capital phone number (least busy times have fewer people calling). This high call volume does not necessarily mean that you will have a long hold time when you call. Companies like Personal Capital staff their call centers differently based on the time of day and day of the week, so you may experience a shorter wait on hold at the busiest of times. When we refer to the best time to call, we are referring to the optimal combination of lower call volume and shorter wait times.

The least busy time to call

The least busy day to call Personal Capital is Tuesday. The most busy day to call is Friday. Again, this is based on a sample of 175 calls made with our AI-powered, web-based phone in the last 90 days.

The shortest wait on hold

We measured the shortest hold times to be on Wednesday. The longest wait in the queue on average occurs on Monday.

The best time to call Personal Capital

In summation, the best day to call Personal Capital is Tuesday. This is not the day with the shortest wait on hold in the phone system, but we still recommend it for its ideal combination of low call volume and short hold times. Plus we believe that Personal Capital staffs the call center well on Tuesday.
Once again, please put this information in perspective because this phone number has no phone menu or long waits. It generally gets picked up right away if calling during their opening hours. If there is any way, it will typically be very short.

Why Customers Call Personal Capital

If you have time to do a bit of reading before you call Personal Capital, we recommend you read over some of our problem-specific articles.

What is Personal Capital?

Personal Capital is a comprehensive financial management platform that helps individuals take control of their financial lives. It combines advanced technology with personalized financial advice to offer users a holistic view of their finances. With Personal Capital, users can aggregate and track all their accounts in one place, including bank accounts, credit cards, investments, loans, and more. The platform provides powerful tools for budgeting, cash flow analysis, portfolio management, retirement planning, and tax optimization. Additionally, Personal Capital offers a team of registered financial advisors who can provide customized advice and guidance tailored to each user's specific goals and circumstances. Whether the goal is to reduce debt, save for retirement, or plan for major life events, Personal Capital aims to simplify and optimize the financial journey for its users.

Is Personal Capital secure?

Yes, Personal Capital is highly secure. They understand the significance of protecting your financial information and employ industry-standard security measures to safeguard your data. Personal Capital uses advanced encryption technology to ensure the privacy and confidentiality of your personal and financial details. They adhere to the highest security standards, including two-factor authentication and secure socket layer (SSL) encryption. Furthermore, Personal Capital employs a team of security experts who monitor their systems continuously, ensuring the prevention of any unauthorized access or fraudulent activity. Personal Capital also does not store your banking credentials, adding an extra layer of security. With Personal Capital, you can have peace of mind knowing that your information is well-protected and secure.

How does Personal Capital work?

Personal Capital is a comprehensive financial management platform designed to help individuals track and manage their finances effectively. It works by linking all your financial accounts, including bank accounts, investment accounts, credit cards, and loans, in one place. Through secure connections, Personal Capital automatically retrieves and organizes all your financial data. It then provides detailed insights into your cash flow, spending patterns, saving goals, and investment performance. This platform utilizes robust tools and sophisticated algorithms to offer a holistic view of your financial situation. Additionally, Personal Capital offers access to financial advisors who can provide personalized guidance on investment strategies, retirement planning, and wealth management. With its user-friendly interface and integrated tools, Personal Capital simplifies the process of managing your money and empowers you to make informed financial decisions.

Top Personal Capital customer service problems

Click the link above to get answers to just about any Personal Capital customer service question, including step by step guides for the most complex issues. You can also detail a new issue and get answers instantly.

More Personal Capital Customer Service Contacts

There are of course other ways to contact Personal Capital customer service besides the phone. Below we list the best ones, by medium.

Personal Capital Customer Help Desk / Web Support - Customer Service
Online customer service submission
As a last, sometimes only, resort- Personal Capital customer service can be accessed through their website. This can entail digging through help articles before finding a form and "being allowed" to submit a problem to their team, and rarely leads to a real-time conversation, which is why GetHuman does not recommend this unless it's the only way.

Conclusion and closing notes

This is Personal Capital's best phone number, the real-time current wait on hold and tools for skipping right through those phone lines to get right to a Personal Capital agent. This phone number is Personal Capital's best phone number because 1,050 customers like you used this contact information over the last 18 months and gave us feedback. Common problems addressed by the customer care unit that answers calls to 855-855-8005 include Setup service, Service problem, Cancel service, Change plan, Overcharge/Strange charge and other customer service issues. Rather than trying to call Personal Capital first, consider describing your issue first; from that we may be able to recommend an optimal way to contact them via phone or web. In total, Personal Capital has 1 phone number. It's not always clear what is the best way to talk to Personal Capital representatives, so we started compiling this information built from suggestions from the customer community. Please keep sharing your experiences so we can continue to improve this free resource.

GetHuman does not provide call center services or customer support operations for Personal Capital. The two organizations are not related. GetHuman builds free tools and shares information to help customers of companies like Personal Capital. For large companies that includes tools such as our GetHuman Phone, which allows you to call a company but skip the part where you wait on the line to get a live human rep. We continue to work on these tools to help customers like you (and ourselves!) navigate the messy phone menus, hold times, and confusion with customer service. As long as you keep sharing it with your friends and loved ones, we'll keep doing it.

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