How To

Editing Linked Accounts

• ★ I just marked an account "Closed". Why do I still see it listed in my account list?
• ★ How to Mark an Account as Closed in Personal Capital
• Adjusting the balance in manual investment accounts
• Entering Your Portal ID
• Edit a closed account
• How do I mark Duplicate Transactions?

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Common Questions

• ★ How do I classify unclassified holdings?
• 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
• Edit or Delete a Custom Category

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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 To: Reset Password
• How to change your phone number in Personal Capital
• Reset Mobile PIN

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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
• Creating A Manual Account As Your First Account
• Tracking holdings without a ticker symbol in a manual investment account

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