Getting Started
Overview
- Using the Budgeting Widget
- How often does Personal Capital update my data?
- How does Personal Capital Make Money?
- Dashboard Overview
- My Accounts Panel Overview
- Feature Differences Between Web and iPad
Calculations
Security
- Change the Settings for Security Alerts
- Additional Second Layer of Multi-Factor Authentication (MFA)
- Internet Security Pioneers
- Why do you need to collect my financial account usernames and passwords?
- Can anyone at Personal Capital access my credentials?
- Multiple Layers of Security
Linking Accounts
- Why do some of my accounts have more data than others?
- Can I Link My Insurance Account?
- How do I add the value of my personal property to Personal Capital?
- Can I link an international account in Personal Capital?
- Can I see transactions beyond 90 days, when I first add an account?
- Adding your first account in Personal Capital