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 Cash account from your Account List on the left side of your dashboard, then click "Manage Account" on the top right corner. Then select "Account Information" from the drop down list.

Android:

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

iOS:

Tap the 3 bars on the top left of the display, then tap on the Settings icon on the top right next to the lock symbol. Your statements and documents can be accessed by tapping Documents

 


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