How do I create a Joint account, set up a Trust, or designate a beneficiary??

At this time we do not have support for creating Joint accounts or Trusts. As for designating a beneficiary, while Personal Capital Investment clients have this feature we do not have this enabled for users who only have a PC Cash account. We are working on adding new features and expanding our product, so keep an eye on your email for updates about new features within Personal Capital Cash! 

Have more questions? Please Sign In to submit a request
Was this article helpful?
0 out of 0 found this helpful