Finance
(13,168 ratings)
For our advisory clients, as you complete milestones on the Financial Roadmap, you develop a Planning History that you can now refer back to on your mobile app!
Worried about the market? It’s time to get a plan.
Welcome to the smart way to track and manage your personal finance. Now you can see all your accounts in one place—bank accounts, retirement funds, and your investments. Use our award-winning tools like the Retirement Planner, or talk to a financial advisor, right from your home. This is more than a portfolio tracker, this is powerful technology to help you take control of your finances.

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, stocks, and even debt, all on our dashboard.

PERSONAL CAPITAL: Join over 2.4 million people who use our free tools.
“Personal Capital is the tool to beat.” – The New York Times, August 2018
“2019 FinTech 50” – Forbes
“Time Magazine’s 50 Best Websites” – Time
“I haven’t seen any other tool like this.” – Jean Chatzky, Real Simple Smart Money, August 2019 in reference to the Smart Withdrawal™ tool.

START NOW FOR FREE

INTERACTIVE CASH FLOW TOOLS

TRACK YOUR INVESTMENTS

PLAN FOR RETIREMENT

PERSONAL CAPITAL CASH™ - one secure place for your cash
For additional information and to see full terms, visit personalcapital.com/cash.

PERSONAL CAPITAL FOR WEAR OS
Check how your portfolio is doing and view the top five gainers and losers at a glance from your Wear OS (formerly Android Wear).

WE DO NOT SELL YOUR PERSONAL INFORMATION
At Personal Capital, we keep your best interests in mind. This includes not selling your personal information. And if we share your information with third parties to help us deliver our services, we require that they don’t sell your personal information either. After all, nobody wants their contact information sold to telemarketers. Want to learn more about this? Please see our privacy policy at personalcapital.com/privacy-policy.

* For more information about Personal Capital’s advisory services, including fees and full disclosures, visit personalcapital.com/wealth-management.

© 2020 Personal Capital Corporation. All rights reserved.
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June 6, 2020
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