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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Lisez les avis des autres
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
2,4
Bas
721 avis
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
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Have not resloved issue with my bank in…
Have not resloved issue with my bank in over a month.
10 décembre 2020
Avis spontané
Réponse de Personal Capital
Hi Ponce, If you could email support@personalcapital.com we would be happy to look into your aggregation/syncing issues and see if we can help. Often times these syncing issues with an individual bank are a result of recent feeds being updated on their side (which we don't have control over) but we can reach out to the initution and try to find a resolution to correct the syncing error.
I use it to track my investments and…
I use it to track my investments and budgeting every month - super useful
10 décembre 2020
Avis spontané
Excellent tool with lots of information…
Excellent tool with lots of information in a clear format
7 décembre 2020
Avis spontané
Updating from Mint to Personal Capital
I used to use mint before and I was hesitant of switching apps and attaching all the accounts again. But it was a great decision! Overall I love the app. I would love to see more security feature for better peace of mind. Great work!
5 décembre 2020
Avis spontané
Highly recommend!
While it's frustrating I'm unable to add some accounts to my Personal Capital account, I am still able to add them manually, and the features and functionality of this platform are amazing and I use it all the time to calculate my net worth. Highly recommend!
4 décembre 2020
Avis spontané
Solid, useful app.
Solid, robust app. Very useful. Clean, intuitive interface. More connectivity issues with linked accounts than I'd like. Customer support is responsive and professional, but resolution often lingers a long time.
Added features seem to respond to user demand. I recommend.
20 novembre 2020
Avis spontané
The thoroughness with which Personal…
The thoroughness with which Personal Capital helps you understand personal finances and investing for retirement is so above and beyond anything else I have used. It is extremely easy to link all appropriate accounts to encourage saving, reduced spending and expanding your nest egg. The phone app is easy to use and navigate also. I would highly recommend this service to anyone.
6 novembre 2020
Avis spontané
Very good app
Very good app, which gives the consolidated view of your accounts
18 octobre 2020
Avis spontané
Can't live without it
Can't live without it. My personal finances have dramatically improved since using it
12 octobre 2020
Avis spontané
Useful and Helpful
Extremely useful and the retirement section is invaluable.
8 octobre 2020
Avis spontané
CONNECT ALL MY ACCOUNTS EFFECTIVELY.
3 octobre 2020
Avis spontané
Réponse de Personal Capital
Hi Ben, If you could email support@personalcapital.com we would be happy to look into your aggregation/syncing issues and see if we can help. Often times these syncing issues with an individual bank are a result of recent feeds being updated on their side (which we don't have control over) but we can reach out to the initution and try to find a resolution to correct the syncing error.
Best tool available to track all your…
Best tool available to track all your finances and accounts in one place, with a useful and actionable dashboard
3 octobre 2020
Avis spontané
Best thing ever to see a snap shot of…
Best thing ever to see a snap shot of all your finances with the ability to go in depth and detail whenever you want.
1 octobre 2020
Avis spontané
Great tool to calculate your net worth
Very convenient way of knowing your net worth. I like that it has graph that shows if my net worth is improving or not. It just has glitches at times but overall I like the software. I use the app, I don't know if the desktop features are the same as the app though.
30 septembre 2020
Avis spontané
Amazing app
Amazing app, brings all of my finances together to just one place. I enjoy checking my Net worth grow day by day.
28 septembre 2020
Avis spontané
When I linked accounts in Ameritrade
When I linked accounts in Ameritrade, Personal Capital double counted them, reporting a 60% phony increase in liquid assets. They refuse to even discuss or open a trouble ticket. I've noticed other glitches. All they want to do is push their for-fee advisory service.
28 septembre 2020
Avis spontané
Réponse de Personal Capital
Hi Fred, if you could email support@personalcapital.com we would be happy to look into your syncing issues with Ameritrade and see if we can help!
awesome
awesome! has some issues with some institutions but overall really cool
21 septembre 2020
Avis spontané
Referral link broken.
Joined from a friend's referral link and never got the 20$ gift card
20 septembre 2020
Avis spontané
Réponse de Personal Capital
Hi Peter, please email us at referral@personalcapital.com and we check on the status for you!
10/10 Recommend
I LOVE Personal Capital. It has helped me save more than I could have imagined and changed the way I handle personal finance for the better. It has empowered my financial decisions and effectively encouraged me to reach my financial goals.
18 septembre 2020
Avis spontané
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