Personal Capital Cash

Getting Started

• Who is UMB Bank?
• What are the transfer limitations?
• How do I deposit or withdraw money?
• What if I already have an account with a Program Bank?
• How long does it take to transfer funds into and out of my account?

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

• How Do I Transfer Money From Personal Capital Cash to a Personal Capital Investment Account?
• Adding a Beneficiary to Personal Capital Cash
• Can I use a credit/debit card or write checks from this account?
• Can I set up Direct Deposit to my PC Cash account?
• Where can I find my Personal Capital Cash Statements and Routing and Account Numbers?
• How do I create a Joint or Trust account?

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