Kelly
This is a great tool and their customer…
This is a great tool and their customer support is helpful.

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 498 reviews with 5 stars · Clear filters
Kelly
This is a great tool and their customer support is helpful.
John
Personal Capital has been an excellent financial dashboard for me. I have had issues in the past sometimes connection to my banks as they were beginning to add 2 factor authentication but after reaching out to Personal Capital's support team they had everything connected again before I even noticed. I can say without the crystal clear picture I get from Personal Capital I wouldn't be as confident with my personal finance as I am now.
ROBERT C.
Helps me seamlessly know where I stand. Cash Flow chart is great. Helps my understand how things are trending.
Rafael R.
It took me a little bit before I fully adopted the app, my own problem, but once I did I’m happy with the results. PersonalCap gives me visibility into all of my financial accounts including retirement savings, assets, bank accounts and so on. Give it a try, download and start syncing your accounts.
Kelly T.
Great app, helps tremendously with budget and retirement planning.
Pawan P.
this is amazing site
Sir. Matthew L.
I love having a place to keep up with everything for free, a safe place that respects my Hustle. Although, I'm good enough to run my own portfoliio, PC has helped me realize which Assets of mine have too high of an Expense ratio. For that I am eternally grateful though if I did let this institution balance my holdings I'd be paying as much in expense ratio as a cost for management; which is a bit counterintuitive.
Sam
About 2 years ago, I remember seeing an ad for Personal Capital on a YouTube video. I looked into it, and really liked the broad depth of account aggregation abilities available. I decided to sign-up for an account, and I have loved it ever since! I love the being able to see all my accounts in one place! You don't know how helpful to see all my credit cards, bank accounts, and loan accounts all in one place. I can quickly glance over everything once a day, and make sure everything is in check. The data visualization tools are really good too! I haven't tried Mint, but I hear it is better for budgeting, but I can't really see how. I think the categorical pie chart PC uses is really good, zooming in when you click on specific categories. I guess maybe PC doesn't have push notifications if you spend so much in a category, but again, I look over all my accounts once a day, so I know when I need to constrict, or when I can expand my spending. And their service has been excellent too! When I have had some account aggregation issues, they have been able to update links, or reprogram on their end within a day or two.