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Common Questions

  • How Secure Is My Data?
  • What Is The You Index?
  • How do I classify my unclassified holdings?
  • Why I am seeing an 'Incorrect Username/Password error?
  • My account has missing or incorrectly categorized transactions?
  • How Do I Add The Value Of My Personal Property (Home, Cars, etc.)?
  • How often does Personal Capital update my data?
  • How Do I Export/Print Reports?
  • Can I Link An International Account In Personal Capital?
  • Why are my unvested stocks not showing?
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