Personal CapitalReviews of personalcapital.com

Personal Capital, now Empowerment is no longer the responsive company I am use to working with. Their dashboard and financial planning has been accurate and very informative. When there are issues, their support got things resolved within 2-3 weeks, sometimes the next day. Now, things have changed, support lacks responsiveness and cannot give ETAs on fixes.IT is not exact science however it raises the question of the capabilities of their personnel to get things fixed. Something has to change.

I would like the retirement calculator to have adjustable returns. Also, being able to adjust incorrect entries pulled in from accounts. When things are wrong, there is no way to correct them.

Dashboard is clean and easy to read, they actually partner with AMEX for charges unlike competitors who miss this crucial partnership for true financial overview.

Back in May, I received a promotional offer where if I took 2 calls with a financial advisor and received a portfolio recommendation, I would receive $100 in my cash account. I actually went through several additional calls and seriously considered the services, but ultimately turned down them down for the time being. Thank god I did. It’s been months since then, and they have never paid out the offer. IF YOU SEE SOMETHING SIMILAR, DONT WASTE YOUR TIME. I have been back and forth with support for weeks now, who continue to only say they are “reviewing my case but do not have an ETA”. Personal Capital is fine for tracking assets, but I would not trust them with your money or time. All they care about is selling their overpriced financial services to you.

Can’t say whether I like it or not, I just need something to balance my bank accounts & coming from Quicken, it is a lot different. I’ll re-rate it again once I’m familiar with how it works.

you need to build your site like morningstar with tools people can use like a manual portfolio and not just this total control thing. you cant add dividends or track old data. i tried to talk to someone and was told we only have email and no talking to a live person. i was hoping to find a new free site since morningstar is a pay site now, that cuts in to the profits. when you upgrade your site and want to be user friendly and talk to people give me a shout until then i will continue looking or stay with morningstar.

It's really flexible application with ability to track different category of investment instruments against the benchmark gain keep track of goals with respect to varying market challenges.

Used them to manage my money for 3 years. They are the opposite of fiduciary and fo not care about clients abt all. I would avoid at all costs