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! 


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