Personal Capital Cash
Joint Accounts
- I am seeing an error that says "Please use an email address not registered to Personal Capital"
- How to Open a New Joint Personal Capital Cash Account
- How do I Remove a Joint Owner From My Dashboard?
- Can I Convert my Existing Personal Capital Cash Account into a Joint Account?
- How do I Make a Joint Account into an Individual Account?
- Can I Have Both an Individual Account and a Joint Personal Capital Cash Account?
Getting Started
- What is Personal Capital Cash™?
- Who can open a Personal Capital Cash account?
- How do I get interest paid out for my Personal Capital Cash account?
- Who is UMB Bank?
- What are the Program Banks for Personal Capital Cash?
- What if I already have an account with a Program Bank?
Troubleshooting
How do I
- How do I find my 1099 Form for my Personal Capital Cash Account?
- Where can I find my Personal Capital Cash Statements and Routing and Account Numbers?
- Adding Tags to Transactions
- Can I set up Direct Deposit to my PC Cash account?
- How Do I Transfer Money From Personal Capital Cash to a Personal Capital Investment Account?
- Adding a Beneficiary to Personal Capital Cash