How Can I Contact My Advisor?

If you have questions about advisory services, or if you need to set up or modify an appointment to speak with a Personal Capital advisor, you can reach out to your advisor directly through your Personal Capital Dashboard.Screen_Shot_2018-07-13_at_11.50.06_AM.png

From your Dashboard, mouse over the Advice tab at the top of the screen. From there you can Schedule a Call, Email your Advisor, or change your call appointment.


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