Editing Investment Account Details

When first syncing your Investment accounts Holdings, Balances and Transactions within your Personal Capital setup, the Firm name, Account Name and Type is synced as well. This information can be updated within the web application by selecting pencil icon next to the account name which will open the Edit Account window.



The Account Type can be updated to the following:

  • Investment (Non-Retirement)
  • Retirement (IRA, 401k, etc.) 
  • Currency
  • Employees Stock Options
  • Employee Stock Purchase Plan
  • Annuity
  • Educational
  • Trust
  • Estate
  • Custodial
  • Business/Corporate
  • Conservatorship/Guardianship
  • Health Savings Account

Depending upon the account type additional information can be specified. (i.e. Ownership, Beneficiaries, etc.)


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