How do I add Manual Investments Holdings?

If the financial institution  for your investment account is currently not supported by Personal Capital, you can create a Manual Investment Holding within the application, so it can be included in your Net Worth and other calculations. You can add this account using either our web application or mobile applications. The steps for each are below. 

Web Application (www.personalcapital.com)
1. Log in to Personal Capital
2. Click on the 'Link' (+) icon on the sidebar.
3. Click on 'Add Portfolio'
4. Enter the account name and the number (optional)
5. Click 'Continue' to save and add the account

iPhone /iPad Application:
1. Log in to the application.
2. Go to Net Worth page.
2. Scroll down to 'Link More Accounts' and select it
3. Click on 'More'>'Manual Investment Holdings'
4. Enter the account name and the number (optional)
5. Click 'Continue' to save and add the account

Android
1. Log in to the application.
2. Select "Menu" button or action bar.
3. Select "Link Account"
4. Click on 'More'>'Manual Investment Holdings'
5. Enter the account name and the number (optional)
6. Click 'Continue' to save and add the account

Once you have added the manual investment account please add your holdings by following the steps below after selecting the account in your Accounts panel:

1. Select 'Add Holding'
2. Type in the ticker or CUSIP
3. Click Search and when the right one shows up (check description), click Done


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