Why am I being asked to visit my financial institution’s website during account linking?

If you are being asked to visit your financial institution’s website, there is likely some information the website requires you to verify/review before the account can be updated in Personal Capital. Typically users receive this error for the following:

  • Accepting New Terms and Conditions
  • Update Profile Information (i.e. Contact information, Email Preferences, etc.)
  • Update Security Questions
  • Accepting paperless statements

Please complete the steps below to update the account.

Note: these steps will have to be completed on our web application (www.personalcapital.com) only, and not our mobile apps.

Step 1: Log into your financial institution's website using a new browser (one you haven't previously used to access their website) or a private/incognito window and clear any messages/information requests the site may have for you. Make sure you click around through all your account views to ensure you are not prompted with any of these intermittent windows.

Step 2:

  • Click on the account displaying the error message in the “My Accounts” panel.
  • Click on “Visit Site.”
  • In the new window, log into the institution's website and verify that all prompts have cleared.
  • Return to Personal Capital and click “Continue.”

If you have already tried this and the error hasn't cleared, please contact us.

Was this article helpful?
4 out of 20 found this helpful
Have more questions? Submit a request