Where can I find my Personal Capital Cash Statements and Routing and Account Numbers?

Your Routing and Account number can be found in your monthly Cash statement found on the Cash account page. Click on the 'Manage Account' drop down found in the top right corner of your Cash account page. Then click on 'Statements'. 

You can also find this information on the Account Details section of your Personal Capital Cash account.

Web:

Select the account from your Account List on the left side of your dashboard, then click "Account Information"

Mobile:

Tap the triple dot Menu button at the top right of your screen. From here, tap on “Account Information”

For security reasons, your account number is masked. You can perform transactions directly from your Personal Capital Dashboard without entering your routing and account number.


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