How Do I Transfer Money From Personal Capital Cash to a Personal Capital Investment Account?

  1. Log in to your Personal Capital dashboard.
  2. In the top navigation bar, select “Wealth Management” and then “Add Funds” from the dropdown.FAQ1.png
  3. Select the Personal Capital investment account you would like to transfer to.
  4. Select the Personal Capital Cash program account you would like to transfer from.Image-2.png
  5. Add the dollar amount.
  6. If transferring to an IRA or other tax-advantaged account, select the contribution year. If you are unsure whether you can make a contribution, please contact your advisor to discuss your situation in more detail.
  7. Review the transfer details and select “confirm.”Image-3.png
  8. You will receive an email from DocuSign to verify your account link. When you click on the link in the email, you will be asked a few questions to verify your identity. Then you will be taken to an ACH Authorization agreement to provide your electronic signature. Once the account link is established, you can skip this step in the future.
  9. Your transfer should appear in your Personal Capital investment account in 2-3 business days.

 


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