Personal Capital Investing


Personal Capital Investing

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UpdatedJanuary 1, 1970
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Personal Capital allows you to connect all of your personal accounts, monitor your complete financial picture, and track your investment allocation.

“Top 50 websites of 2012” -Time Magazine

“The average user has 15 accounts and Personal Capital makes sense of them all as if they were one.” – PandoDaily

“The investment account information seems more detailed than the information provided on Mint.” -Forbes

Get started with Personal Capital now to:

★ Track and monitor your investments ★

View all your investment accounts, transactions and holdings in one place. Monitor your gainers and losers, compare your performance to the market, and track the value of your portfolio with Personal Capital’s Investment Manager. Connect your investment accounts at BofA, Fidelity, Vanguard, Wells Fargo, Schwab and more.

★ See where your money is going ★

Track your categorized income and spending, see your largest expenses, and easily view your transactions with Personal Capital Cash Manager.

★ Estimate and analyze the value of your stock options ★

View your vested and unvested shares in public and private companies, choose from common vesting schedules for each grant, and estimate the value of your options to know what you’re worth.

★ Pay anyone or transfer funds with universal checkbook ★

Take a photo of a check, and you can send payments to anyone, or transfer funds between accounts.

★ Talk with a Registered Investment Advisor (RIA) ★

If you want help or financial advice, a personal financial advisor is one click away by, via email, or on the phone. Talk with us if you want, how you want. No country club membership needed.

★ Keep your financial information secure ★

Personal Capital’s unique multi-factor authentication allows you to manage your device access remotely, and requires multi-layer authentication from any new device. Our engineers invented online financial security. Seriously.

★ Relax. It just works! ★

Personal Capital integrates with over 10 thousand financial institutions to show you your complete financial picture at a glance. It only takes a minute to download the app and put Personal Capital to work for you.

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