Personal Capital

3 Lagoon Dr, Suite 200, 94065, Redwood City, United States
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3.35
Based on 20 Reviews

5

35.00%

4

20.00%

3

10.00%

2

15.00%

1

20.00%
About Personal Capital

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.

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Robert Miller
GB

Unreliable They asked for this review, so here it is. When I first downloaded the app it was great, but most accounts don’t update correctly or regularly. I read somewhere that they were good at keeping up on this, but in the 4 months I’ve had the app I haven’t seen any of them get fixed and only ones that at one point updated have stop working. Recently they just did a whole style update, which is great but honestly a little frustrating, they should be spending their time making the app work right but instead it just looks better, and still doesn’t work right.

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Patrick
GB

Continuous errors with adding accounts Continuous errors with adding accounts. Good interface, though. "Log on to the third party website and come back to Personal Capital." OK. Done. "Error updating your account. Please log on to the third party website and come back to Personal Capital." Repeat 10 times and never add your account. Thanks.

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PatrickG
GB

A long time customer…. Some great technology but not particularly impressed with their investment performance! I give them high marks for diversifying but I have little difficulty beating their performance! I keep only a portion invested with them as a hedge on the off chance I am wrong:) The Rebranding was a remarkable stupid decision!

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Candice Schwartz
GB

I do recommend personal capital I have used PC for 2 years now. It has assisted me in sticking to my planned budget and get a realistic, live picture of where my spending and finances are at. I sometimes get a little frustrated when there is a delay in transactions posting because I cannot immediately update the categories at times. Other than this, I really enjoy personal capital and it is very user friendly. Because it is free it also makes it amazing value!

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Jonathan Gauntt
GB

Personal Capital is broken most of the… Personal Capital is broken most of the time. I have opened dozens of support tickets with the vast majority that go nowhere. Citi Card, Amazon, Navia, etc etc don't work with Personal Capital. It's so frustrating that I am going to go back to Mint or another platform. The "aggregation support" is beyond bad.

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