Pete
I use the site to keep track of my …
I use the site to keep track of my 401k. Just switched 401k providers and making the change on the site was quick and painless.

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
Pete
I use the site to keep track of my 401k. Just switched 401k providers and making the change on the site was quick and painless.
Barbara R.
Though I haven't taken advantage of all the features as yet, I am very pleased that I can check my financial accounts regularly with ease. I had trouble getting a bank account to download, but the techs with Personal Capital stayed with it until they got it solved, and I very much appreciate it. Look forward to exploring and utilizing the program more fully.
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Great stuff!
John
Nice service
Mahadevan M.
excellent portal for finance management
Wilson J.
The feedback is a little unclear if you don't have a financial background, and I wish I could have more assistance for goal setting though my income may be too low for that.
Joey M.
Easy to use, comprehensive and useful.
Joe
Better than Mint in all except budgeting