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?
Common Questions
- ★ How do I classify unclassified holdings?
- Why is my Wealthfront Cash showing as an investment account?
- 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
- ★ 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
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