How do I mark a closed account in Personal Capital?

To mark an account as closed, complete the following steps,

  1. Log in to Personal Capital at
  2. Click on the pencil icon next to the account you want to mark as closed.
  3. Select "Mark as Closed" and enter the date that your account was closed.
  4. Select "Submit". 

The account will then be removed from 'My accounts' panel on the left. Any transactions dated after the 'Closed On' date will be removed as well.

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