You can update your login information for a linked account by completing the following steps. Please complete it in our web application at www.personalcapital.com.
- Log in to Personal Capital at https://www.personalcapital.com
- In the "My Account" panel, select the account you need to edit
- Select the Pencil icon to edit the account
- Select 'Edit Login' to update the login information and click ‘Submit’
The account will refresh automatically once the credentials are updated