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  1. Personal Capital Support
  2. Personal Capital Cash

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?
  • Can I convert my Joint Cash account into an Individual Cash account?
  • Can I Have Both an Individual Account and a Joint Personal Capital Cash Account?
See all 9 articles

Getting Started

  • How to Edit or Delete a Recurring Transfer
  • Setup recurring/automatic transfers with Personal Capital Cash
  • How to create and fund a Personal Capital Cash account
  • What is Personal Capital Cash™?
  • Who can open a Personal Capital Cash account?
  • Who is UMB Bank?
See all 12 articles

Troubleshooting

  • How do I verify and edit my linked routing and account number?
  • Linking a Credit Union Account Number with Suffixes
  • Account Funding Troubleshooting

How do I

  • Does Personal Capital Cash support Wire Transfers?
  • Where can I find the statements for my Personal Capital Cash account?
  • How can I close my Personal Capital Cash account?
  • How can I use "categories" to budget with Personal Capital Cash?
  • Can I pay bills with Personal Capital Cash?
  • Can my Cash account accept Deposit or Withdrawal requests from manually added accounts?
See all 14 articles
Personal Capital Support