Troubleshooting

Investment Calculations & Allocation Issues

• Why are my unvested stocks not showing?
• Why don't my holdings show 1-Day % and 1-Day $ changes?
• Why are my holdings unclassified?

Login Problems

• Why did my TouchID stop working on mobile application?
• I can't see my security image during sign in anymore
• Why do I have to authorize my computer every time I try to access Personal Capital?
• I can't see some part of the screen because it is cut off

Incorrect Data Issues

• Why is there a spike/drop in my Net Worth?
• My bank, loan, mortgage, or credit card account is reporting incorrect balance
• Why is my investment account reporting an incorrect balance?
• Why are my stock options classified as ‘Alternatives’ ?
• Why can’t I see my pending transactions?
• Why are my credit card payments not included in the cash flow section?

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Account Linking Problems

• ★ I am having trouble linking my UBS account
• I am missing one of several accounts at a financial institution.
• How do I enable Third Party Access to Huntington Bank?
• I am having trouble linking my E*Trade stock plan account.
• Generating A Betterment App Password 
• I am having trouble linking USAA account with a cybercode token.

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