Personal Capital allows you to track Bank, Credit, Loan, Mortgage and Investment accounts. You can easily add an account by clicking the 'Link' (+) icon on the sidebar.
Before you begin: We can only track accounts that you already have online access to. This means you need to have a username and password for your financial institution before we can track it for you. Once you have your online access credentials you can proceed to add your financial institutions.
Step 1: Search for your financial institution by name, or you can enter the web address of their site; for example citibank.com
Step 2: Once you have selected the institution you now need to enter the credentials you use to log into that site so we can track it. When you enter your credentials and click 'Continue' we will attempt to contact your financial institution.
We verify your credentials with your financial institution, in some instances your institution may need additional information for us to complete connecting to it. If so you will be prompted to provide additional information. If no additional information is required then it will skip Step 4 and return you to the search screen to add an additional account.
We will also automatically look for any accounts you have with that institution. For example if you have a Bank of America Checking, Savings, Credit and Loan we will attempt to add all of those accounts so you don't need to search and add them individually.
Step 4: If additional information is not required you will now see your accounts from this institution listed on the left-hand Accounts Panel.