Great
Based on 719 reviews
Personal Capital4.4Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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 Folks Told, with an average rating of 4.4 out of 5.
719 approved reviews, newest moderated first
Anthony
While it's frustrating I'm unable to add some accounts to my Personal Capital account, I am still able to add them manually, and the features and functionality of this platform are amazing and I use it all the time to calculate my net worth. Highly recommend!
Ryan B.
Solid, robust app. Very useful. Clean, intuitive interface. More connectivity issues with linked accounts than I'd like. Customer support is responsive and professional, but resolution often lingers a long time. Added features seem to respond to user demand. I recommend.
Sean
The thoroughness with which Personal Capital helps you understand personal finances and investing for retirement is so above and beyond anything else I have used. It is extremely easy to link all appropriate accounts to encourage saving, reduced spending and expanding your nest egg. The phone app is easy to use and navigate also. I would highly recommend this service to anyone.
Pendyala R.
Very good app, which gives the consolidated view of your accounts
Zain M.
Can't live without it. My personal finances have dramatically improved since using it
Mr Dustin L S.
Extremely useful and the retirement section is invaluable.
Eric F.
Great app! If you're not using it you it you should be.
Ben L.
CONNECT ALL MY ACCOUNTS EFFECTIVELY.
Reply from Personal CapitalJan 29, 2021
Hi Ben, If you could email [email protected] we would be happy to look into your aggregation/syncing issues and see if we can help. Often times these syncing issues with an individual bank are a result of recent feeds being updated on their side (which we don't have control over) but we can reach out to the initution and try to find a resolution to correct the syncing error.
