Pure poison. Invested 100k. They managed to lose 12.5 % or $12,420 in 20 months. We're retired 67 years old. They lost or stole $6,108 from date of closing 08/15/2023 to date of payout 08/21/2023, th... Voir plus
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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... Voir plus
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... Voir plus
I love Personal Capital and recommend it to friends to begin their financial journeys. The net worth graph is an easy way to view the impact of debt and grow assets. I also love the monthly emails tha... Voir plus
À propos de l'entreprise
Informations provenant de diverses sources externes
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.
Coordonnées de contact
3 Lagoon Dr, Suite 200, 94065, Redwood City, Etats-Unis
- 8558558005
- service@personalcapital.com
- personalcapital.com
Aucun historique récent de demande d’avis
Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.
N'a pas répondu aux avis négatifs
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I check this app daily
I check this app daily. I love that I can see changes in my 401k, credit card balances, and home value all in one place and in live time.
Awesome app and web dashboard!
Awesome app and web dashboard for tracking your net worth. I love how it shows you how much equity you have in your house and also the way it tracks every single stock trade. Bravo.
If it weren't for some connection…
If it weren't for some connection issues with a couple of my accounts I'd rate 5 stars. I like the retirement calculators, but they seem not to user friendly. Also not geared toward those interested in FIRE (Financial Independence Retire Early).
Great platform
Great platform. No 5 start because when signed up was told would receive $20 yet after almost a month no way to follow up on.
Ok Platform, Very Slow Support
Have trouble keeping account sync with smaller banks working. Have not got my bank account to update in over a month. Works fine on Mint.
Works well for the most part but some…
Works well for the most part but some of my accounts don't update properly. For example, Dell Financial Services (mydfs.dell.com) doesn't seem to get authenticated properly and therefore won't update.
It's great just wish they could support…
It's great just wish they could support T-Mobile Money Checking account already :). That would turn my rating to a 5 star
Problems loading some accounts,
Fantastic tool for getting and keeping…
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.
Fantastic finance app
Fantastic finance app! This has been my financial bible and I have seen some incredible results from using it.
I was really excited to make the switch…
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
i wanted to transfer over from Mint to…
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.
Overall good service
Overall good service, love the portfolio allocation check. I would like improvement to the accounts linking, often times my accounts unlink or duplicate.
I like it a lot
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.
Easy to use and track your finances on…
Easy to use and track your finances on one platform!
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