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
- 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?
- How do I get interest paid out for my Personal Capital Cash account?
- Who is UMB Bank?
Troubleshooting
How do I
- 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?
- 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