How do I view my account statements?

You can view your account online using the Investments section of your Personal Capital Dashboard.  To view your Personal Capital Advisors monthly report, access the 'Documents' section through the menu shown under your email address at the top right of your Personal Capital page.  

Was this article helpful?
1 out of 6 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk