Troubleshooting

Investment Calculations & Allocation Issues

• Why Are My Investment Accounts Missing from the Portfolio Graph?
• 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 am I unable to login to Personal Capital while using a VPN (Virtual Private Network)?
• Browser Versions No Longer Supported
• 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 are my credit card payments not included in the cash flow section?
• 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?

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Account Linking Problems

• ★ My Self-Directed account (sub account) is showing as a holding in my main account. Can it be linked separately instead?
• ★ Cryptocurrency
• ★ Linking UBS Accounts
• Adding International accounts
• South State Bank
• I am missing one of several accounts at a financial institution

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