Don
Great platform
Great platform. No 5 start because when signed up was told would receive $20 yet after almost a month no way to follow up on.

Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
719 approved reviews, newest moderated first
Don
Great platform. No 5 start because when signed up was told would receive $20 yet after almost a month no way to follow up on.
Jason S.
Have trouble keeping account sync with smaller banks working. Have not got my bank account to update in over a month. Works fine on Mint.
Sergei
I love it. It gives you plenty of data about your finances.
Jeffry
Works well for the most part but some of my accounts don't update properly. For example, Dell Financial Services (mydfs.dell.com) doesn't seem to get authenticated properly and therefore won't update.
Carlos Javier B.
It's great just wish they could support T-Mobile Money Checking account already :). That would turn my rating to a 5 star
Chris S.
So easy, makes seeing my full financial profile super simple.
Dianne
Problems loading some accounts,
Hitom
A great way to analyze your personal finances!