Personal Capital Support Help Center home page
Submit a request
Sign in
  1. Personal Capital Support
  2. How To

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?
See all 12 articles

Common Questions

  • How to Disable Pop-Up Blockers in Your Browser
  • How to Split Transactions
  • 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
See all 13 articles

Profile & Settings

  • Manage Your Authorized Devices
  • 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
  • Cancel or Delete Your Personal Capital Account
See all 8 articles

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)
  • Linking E*Trade Accounts
See all 11 articles
Personal Capital Support