How do I update the login information for a linked account?

You can update your login information for a linked account by completing the following steps. Please complete it in our web application at 

  1. Log in to Personal Capital at
  2. In the "My Account" panel, select the account you need to edit
  3. Select the Pencil icon to edit the account
  4. Select 'Edit Login' to update the login information and click ‘Submit’

The account will refresh automatically once the credentials are updated

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