As the financial world grows, so too does the technology to support our users. Personal Capital now has support for linking accounts using a new process for participating financial institutions. This new process is faster, easier, and even more secure. Using Open Authorization, or OAuth, you can now grant Personal Capital access to your financial information without sharing your password. This is one more way to keep your information secure while maintaining a complete view of your financial life.
Which institutions are supported?
As of right now only a few financial institutions are supported, but we are working to add more in the near future. Not every institution has support for OAuth, and we can only add support for financial institutions that have added this feature to their site as well.
How do I get started?
First, if you are on mobile, download the latest version of the Personal Capital app from the App Store (iOS) or the Play Store (Android).
If you are linking your account for the first time, simply search for the financial institution in the Add Account window. Existing accounts with institutions that have been moved to this new linking process will show a prompt that the account needs to be updated. Click on the account to get started.
From there you will be prompted to log in to your financial institution. This is where the process is a little different than you might remember- instead of entering your credentials into Personal Capital, a window will open for you to log directly in to your financial institution's website.
! Make sure your Pop Up Blocker is temporarily disabled for Personal Capital as the login window for your financial institution may be blocked by your browser!
! Additionally, do not open your financial institution in a separate tab or browser window while going through this process. In order to successfully link your account, you will need to go through the sign in page on the window that pops up as part of the linking process.
! When prompted to enter a security code, enter the values manually rather than copying and pasting, as this can sometimes cause the Submit button to be disabled by the Financial Institution
Will my old data still show in my dashboard?
Absolutely! The only thing changing with this new process is how we connect your financial institution to your Personal Capital dashboard. All your historical data will remain, and new data will update as it comes through your account.
I received an error message: What should I do next?
If you see an error message after trying to make this change, try clearing your browser cache before trying again. Additionally, make sure that you can log in to your financial institution successfully- if they are performing site maintenance, you may need to wait until the maintenance period ends before attempting to link your account. If you still have trouble however please contact support.