With Personal Capital Cash, you can setup one-time, weekly, monthly and even annual transfers to or from your Cash account - Here's how:
- Select the “Banking” tab at the top of your Dashboard.
- Select the “Transfer Funds” option. A) For Deposits to your Cash account, select "Contribute to Personal Capital"
B) For Withdrawals from your Cash account, select "Withdraw from Personal Capital"
3. Select the other account you want involved in the transfer request.
4. Enter the amount you want to transfer.
5. Select the transfer frequency (one-time, weekly, monthly, annually)
6. Review your selected accounts, and the amount to be transferred before checking the authorization box.
7. Click "Continue"
8. Click "Confirm Transfer" to submit your transfer request.