Statements for your Personal Capital Cash account(s) can be located on your Personal Capital Dashboard and the Personal Capital mobile app.
Personal Capital Cash statements are generated once monthly by UMB (our partner Bank). Statements may take up to 5 business days to become available on your Dashboard following the end of the previous month's statement cycle.
Note: If your last month's statement has not yet been made available to your Dashboard, please email us directly at email@example.com for assistance. You may also contact UMB at 888-648-8563 Monday-Friday 8am-5pm Pacific, except for holidays.
1. Select your name (top-right corner)
2. Click on "Documents"
3. Select the statement you would like to view/download
4. To locate a statement from a previous year, select the "This Year" dropdown menu (top-right corner)
1. Select the 3 dots (top-right corner)
2. Click "Settings"
3. Select the "Documents" option
4. Select the statement you would like to view/download
5. To locate a statement from a particular date, click the calendar icon (top-right corner)