Capital One Investing accounts moving to E*Trade Investments

Starting November 2nd, Capital One Investing accounts will be migrated to E*Trade Investments. The migration is expected to complete by November 5th. 

As a result of this migration, your Capital One Investing accounts will no longer update in Personal Capital. We recommend that you complete the steps below to ensure the historical data is retained and your new accounts are linked.

  1. Link the new E*Trade account by searching for 'E*Trade Investments' using your new credentials.
  2. Mark the Capital One Investing account as closed. Instructions to mark the account as closed are available here. The closed date should be the date that the new E*Trade account was linked. 

For more information on this migration, please refer to the E*Trade FAQs.


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