If you have a Personal Capital dashboard account:
- Log into your account and go to Settings.
- Under the Privacy section, you will be able to request a report of the categories of information or specific information that we have collected about you.
If you do not have a Personal Capital dashboard account:
- Fill out an online request form (link)
- You will need to provide your full name, phone number, and email so that we can locate you and authenticate your identity. If you previously had a Personal Capital dashboard account, please provide the email and phone number you used to log into your dashboard.
- We will authenticate your request by matching the information you provide against any information we have collected about you.