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

• 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 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?
• Why are the numbers in the Daily/Weekly email different than the numbers shown in the application?*
• My bank account is missing or has incorrectly categorized transactions?

Account Linking Problems

• ★ I am having trouble linking my UBS account
• Betterment App Password
• I am having trouble linking USAA account with a cybercode token.
• Some of my accounts are showing a Red or Yellow Icon next to them, what do they mean?
• I am having trouble linking my KeyBank account
• I am having trouble linking my Silicon Valley Bank account

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