The future of investing is Personal Capital. Welcome to the smart way to track and manage your financial life. Now you can see all your accounts in one place—bank accounts, retirement funds, and your investments. It starts with our award-winning financial tools that give you a dynamic view of your net worth. The result is a smarter and easier way for you to take charge of your money, so you can plan ahead and make more-informed decisions.
AWARDS, SEPTEMBER 2019
“2019 FinTech 50” – Forbes
“Personal Capital is the tool to beat.” – The New York Tim
MANAGE ALL YOUR ACCOUNTS IN ONE PLACE
With Personal Capital, you can see all of your accounts in one place. Manage your bank accounts, 401k, IRA, investments, and even debt, all on our dashboard.
PERSONAL CAPITAL CASH™
We reinvented the piggy bank. Personal Capital Cash is a new high-yield account. Earn more on your spare cash, at a rate higher than you’ll get with a typical savings account. It’s flexible, with an unlimited number of transactions, no fees, and no minimum balance. And it’s FDIC insured. Start earning more today. See full terms at personalcapital.com/cash.
PERSONAL CAPITAL: MILLIONS OF PEOPLE USE OUR FREE TOOLS TO TRACK OVER $784 BILLION IN ASSETS
“I haven’t seen any other tool like this.” – Jean Chatzky, Real Simple Smart Moneyes, August 2018
“The Best List 2016” – Kiplinger’s Personal Finance
“Time Magazine’s 50 Best Websites” – Time
START NOW FOR FREE
With the free Personal Capital app, you can easily and quickly link your accounts. Our app integrates with over 14,000 financial institutions, including Fidelity, Schwab, Wells Fargo, and thousands of local and regional credit unions. You can be up and running in about a minute for a 360-degree view of your financial life.
INTERACTIVE CASH FLOW TOOLS
Create and follow a budget. See if you’re spending more than you’re making. Monitor credit card balances. See detailed income and spending by category or payee. Track your net worth from day to day. Review transactions in the last 24 hours with the Recent Transactions Today extension.
TRACK YOUR INVESTMENTS
What’s the market doing, and how is it affecting your assets? Track the numbers by account, asset class, or individual security.
Compare your portfolio against major market benchmarks and stay on track to meet your investing goals.
Install the Holdings Today extension to track daily market and individual holdings movement.
BUILT-IN INVESTMENT INTELLIGENCE
With Investment Checkup, you can compare your portfolio’s current allocation to the recommended target allocation and see how well your investments are doing.
Uncover opportunities for diversification and ways to minimize risk, and pinpoint hidden fees to fine-tune and potentially improve performance.
UNCOVER HIDDEN FEES
Is your portfolio working as hard as it could be? The free Investment Checkup tool could save you thousands in expensive mutual fund fees.
PERSONAL CAPITAL FOR APPLE WATCH
Set a spending target and track it on the go. Quickly check your status by day, week, month, or year.
Access your spending simply by checking the date.
WE DO NOT SELL YOUR PERSONAL INFORMATION