I am having trouble adding my Capital One 360 ShareBulider - Investments account

As an added layer of security, Capital One 360 Sharebuilder requires personal financial management tools like Personal Capital to use a special 'Access Code' to access the account and retrieve data. This access code is different than the Password you use to log in to www.sharebuilder.com and needs to be created within your Capital One 360 ShareBuilder account.

Here’s how to create an Access Code:

  1. Sign In to your ShareBuilder account at www.sharebuilder.com
  2. Go to Accounts > Overview > Profile & Settings
  3. In the lower-right corner, click Create Access Code
  4. Click Save Access Code
Sharebuilder will generate the access code which you can then use as your 'Password' along with your username  to add your  Capital One 360 ShareBuilder account to Personal Capital.

If you have successfully completed this step but still aren't able to see the information from your  Capital One 360 ShareBuilder account within Personal Capital, please contact support@personalcapital.com

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