How To
Editing Linked Accounts
- ★ How to Mark an Account as Closed in Personal Capital
- Entering Your Portal ID
- Edit a closed account
- How do I mark Duplicate Transactions?
- How do I change my account type?
- How do I Update the Balance of my Manual Accounts?
Common Questions
- ★ How do I classify unclassified holdings?
- 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
- Edit or Delete a Custom Category
- Create Custom Categories for Transactions
Profile & Settings
- ★ Change Your Login Email or Password for Personal Capital
- ★ Manage Your Personal Capital Email Preferences
- ★ Cancel or Delete Your 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
- ★ Linking Interactive Brokers Accounts
- ★ How do I add the value of my home to Personal Capital?
- ★ How do I add my utility bills to Personal Capital?
- ★ Add Manual Investments Holdings
- Tracking holdings without a ticker symbol in a manual investment account
- Create a Manual Account