Getting Started

Overview

• ★ How often does Personal Capital update my data?
• ★ How does Personal Capital Make Money?
• What is the Investable Cash Widget?
• Dashboard Overview
• My Accounts Panel Overview
• Feature Differences Between Web and iPad

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Calculations

• ★ Why have Investment Income and Dividend Received amounts been removed from Cash Flow?
• ★ What is the You Index?
• ★ Retirement Fee Analyzer Calculations Overview
• How are yearly and weekly spending goals calculated?
• How is average spending calculated?

Security

• ★ Why do you need to collect my financial account usernames and passwords?
• ★ Can anyone at Personal Capital access my credentials?
• Internet Security Pioneers
• Multiple Layers of Security
• Federal Insurance & Guarantees
• SEC Oversight & Our Fiduciary Obligation

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Linking Accounts

• ★ How do I add the value of my personal property to Personal Capital?
• ★ Can I link an international account in Personal Capital?
• ★ Adding your first account in Personal Capital
• Can I Link My Insurance Account?
• Can I see transactions beyond 90 days, when I first add an account?
• How do I create a Custom Stock Options account?

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