How To

Editing Linked Accounts

• ★ How do I mark a closed account in Personal Capital?
• How do I mark Duplicate Transactions?
• Can I create Custom Categories for my transactions?
• How do I change my account type?
• How do I update my Offline accounts balance?
• How do I update the login information for a linked account?

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Common Questions

• ★ How do I classify unclassified holdings?
• How do I export/print reports?
• Why is cash in savings account not included in investment?
• How do I Classify using a representative sample of other holdings/tickers
• How do I classify holdings by providing the percentages for each asset class
• How do I view fees for all of my Investment accounts?

Profile & Settings

• ★ How do I change my login email or password for Personal Capital?
• ★ How do I unsubscribe from Personal Capital emails?
• ★ How do I cancel my Personal Capital Account?
• How can I enable daily or weekly emails in my account?
• How do I log out of the mobile application?
• How do I give my spouse/significant other access to my Personal Capital account?

Linking/Removing Accounts

• ★ How do I add the value of my home to Personal Capital?
• ★ How do I add my utility bills to Personal Capital?
• ★ How do I add Manual Investments Holdings?
• How do I remove an account linked in Personal Capital?
• How do I answer the security questions required by my financial institution’s website?