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

Accessing your Cash account and routing number

Our Partner Bank for Personal Capital Cash is UMB Bank. The Routing number for Personal Capital Cash accounts is: 101000695

Your Cash account number can be found on the Cash account section of your Personal Capital Dashboard - Here's how:

1. Select your Cash account (left-hand side)
2. Click on 'Manage Account' (upper right-hand side)
3. Select 'Account Information'

Accessing Your Cash account Statements (Dashboard)

Your Cash account statements can be found on the Cash account section of your Personal Capital Dashboard - Here's how:

1. Select your Cash account (left-hand side)
2. Click on 'Manage Account' (upper right-hand side)
3. Select 'View Statements'

Accessing Your Cash account Statements (Mobile)

Android:

1. Tap on the 3 dot menu in the upper right corner of the app
2. Select "Settings", then click "Account".
3. From there you can access your documents and statements.

iOS:

1. Tap the 3 dot menu on the top right of the display
2. Select "Settings", then click "Documents"
3. From there you can access your documents and statements.

For any questions on accessing your Cash account number or statements, please email us directly at cash@personalcapital.com for assistance.