Personal Capital retrieves between 30-90 days of data for all newly linked accounts. However, for certain financial institutions and account types, we may retrieve up to a year's worth of transactions.
If the application can retrieve a year's worth of transaction data, you will see a message like the one below.
If you don't see this message, the application will retrieve 30-90 days of data for the linked account.
Note that, this is applicable to newly linked accounts and accounts that have been linked in the past will not see this change.