How do I change my account name?

If you have multiple accounts from the same financial institution and would like to tell them apart easily, you can change the 'Account Name' field which will allow you to customize account names under the same financial institution. Application specific steps to change the account name are below.

 

Web Application (https://www.personalcapital.com):

  1. Click on the 'Pencil' icon on the 'My Accounts' panel 
  2. Click the 'Pencil' icon next to the account name. 
  3. You can change the ‘Account Name’ field to anything of your liking 


iPhone/iPad:

  1. Login to the app
  2. Swipe left to the right on the account you'd like to change
  3. Tap edit account
  4. Change the 'Account' field to your liking


Android:

  1. Log in to the application.
  2. Long tap the account you'd like to change and change the account field to your liking. 
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