How do I view my account statements?

You can view, print and download your Personal Capital account statements online from your Personal Capital Dashboard.  To view your Personal Capital Advisor monthly report(s), access the 'Documents' section through the menu shown under your name at the top right of your Personal Capital dashboard page. 

 

The list of Documents will display and defaults to showing the documents from the last 90 days. This can be changed to any desired date range. To access a document, click on the name to view the document.

 

When viewing the document, you are able to Print or Download the statement. 

 


Have more questions? Please Sign In to submit a request
Was this article helpful?
2 out of 9 found this helpful