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
Showing 108 reviews with 4 stars · Clear filters
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.
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
Dianne
Problems loading some accounts,
Jerry
Overall good service, love the portfolio allocation check. I would like improvement to the accounts linking, often times my accounts unlink or duplicate.
Ed Van W.
It works well, however I have had a ticket open for months now due to an account not showing correctly and your support team have not fixed it yet.
James
Please track google pay balances. I can’t add my google pay account
Bruno F.
No budgeting
Maurice
Just setting things up, but good so far. I like the Net Worth feature and full view of accounts and investments.