Personal Capital Support Help Center home page
Submit a request
Sign in
  1. Personal Capital Support
  2. Getting Started

Getting Started

Overview

  • Does Personal Capital Collect Tax Information from my Financial Institution?
  • Dashboard Overview
  • Using the Budgeting Widget
  • My Accounts Panel Overview
  • Transactions Overview
  • Cash Account Overview
See all 16 articles

Calculations

  • Investment Income, Dividends Received, and Advisory Fees not showing in Cash Flow.
  • How are yearly and weekly spending goals calculated?
  • How is average spending calculated?
  • What is the You Index?
  • Retirement Fee Analyzer Calculations Overview

Security

  • What is the Mobile Authentication Feature
  • How to Use Mobile App Verification
  • Troubleshooting Issues with Mobile App Verification
  • Enabling Mobile App Verification for Personal Capital
  • Can anyone at Personal Capital access my credentials?
  • Multiple Layers of Security
See all 13 articles

Linking Accounts

  • Adding your first account in Personal Capital
  • Can I Link My Insurance Account?
  • Can I link an international account in Personal Capital?
  • How do I add the value of my personal property to Personal Capital?
  • How do I create a Custom Stock Options account?
  • How do I add stock option grants?
See all 7 articles

Active Promotions

  • Tesla Giveaway FAQ
  • Facebook $50 Promotion FAQ

New Linking Process

  • New Account Linking Process with Open Authorization
Personal Capital Support