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
Jen B.
Fantastic tool for getting and keeping your financial house in order. Easy to set up, and once you do, you can get both a bird's eye view and a detailed look at where you stand with regard to cash on hand, investments, loan debt, and credit card debt. This is the most useful general finance app I've come across.
Ben E.
Fantastic finance app! This has been my financial bible and I have seen some incredible results from using it.
Zach
I was really excited to make the switch over to Personal Capital from Mint. It has way more integrations and analytics than any other provider. However, for whatever reason, they are unable to connect to my Santander account. I've reached out to customer service on multiple occasions who had no suggestions or timelines for fixing. They simply told me that because it wasn't a mass issue, they likely wouldn't address it. While I can understand why you wouldn't pull a full development team out of their workflows to address something minor, I would have thought someone could have, at the very least, tried to help me troubleshoot. I'm hopeful I'll have the opportunity to actually use the platform soon, but I'm certainly not holding my breath
grace
i wanted to transfer over from Mint to use personal capital but there are too many things that it cant do. the capital one cards, the transaction history thats limited. ive emailed to get these issues fixed and it always seems like the answer is sorry nothing more that we can do. so now im back to using mint.
Jerry
Overall good service, love the portfolio allocation check. I would like improvement to the accounts linking, often times my accounts unlink or duplicate.
Yuan C.
I like it a lot! It gives me a full picture of my financial status, including my cash, investment and loan. Also I like budgeting while I can also keep my expense on track.
Carl D.
Easy to use and track your finances on one platform!
Mill H.
Well laid out. Easy to use.
