How To
Editing Linked Accounts
- Managing Closed Accounts
- Editing Investment Account Details
- Editing Cash Account Details
- I just marked an account "Closed". Why do I still see it listed in my account list?
- Adjusting the balance in manual investment accounts
- How do I mark Duplicate Transactions?
Common Questions
- How to Split Transactions
- How Can I Split Transactions into Multiple Categories?
- Export Net Worth/Transactional Data Through The Mobile Application
- Why is my Fidelity Cash Management account grouped with my investment accounts?
- How Do I Force Data To Be Refreshed For A Specific Account
- Tracking the Value of Precious Metals
Profile & Settings
- Manage Your Authorized Devices
- How To: Reset Password
- How to change your phone number in Personal Capital
- Reset Mobile PIN
- Change Your Login Email or Password for Personal Capital
- Manage Your Personal Capital Email Preferences
Linking/Removing Accounts
- Linking Wealthfront with Two-Factor Authentication
- Creating A Manual Account As Your First Account
- Tracking holdings without a ticker symbol in a manual investment account
- Create a Manual Account
- Locating Your Financial Org Number (NetX)
- Interactive Brokers Moving To New Option: Interactive Brokers (US)