The site may not work properly if you don't, If you do not update your browser, we suggest you visit, Press J to jump to the feed. I use it for just bank accounts and credit cards. Updated Nov 30, 2020. The Personal Capital Cash™ Annual Percentage Yield (APY) as of 3/23/20 is 0.05% APY (0.0499% interest rate). Just had my portfolio review with a Personal Capital financial advisor, as well. Personal Capital uses Pershing Advisor Solutions (a Bank of New York Mellon Company) as its custodian. Heres my own Personal Capital tutorial and review of its platform as a whole. Reviewed By Theresa W. Carey. Press question mark to learn the rest of the keyboard shortcuts. My name is Carlos. They occasionally call but I just ignore them. Plus, there is no account minimum. Betterment is one of the most popular robo-advisors. At its core, FI/RE is about maximizing your savings rate (through less spending and/or higher income) to achieve FI and have the freedom to RE as fast as possible. ._1x9diBHPBP-hL1JiwUwJ5J{font-size:14px;font-weight:500;line-height:18px;color:#ff585b;padding-left:3px;padding-right:24px}._2B0OHMLKb9TXNdd9g5Ere-,._1xKxnscCn2PjBiXhorZef4{height:16px;padding-right:4px;vertical-align:top}._1LLqoNXrOsaIkMtOuTBmO5{height:20px;padding-right:8px;vertical-align:bottom}.QB2Yrr8uihZVRhvwrKuMS{height:18px;padding-right:8px;vertical-align:top}._3w_KK8BUvCMkCPWZVsZQn0{font-size:14px;font-weight:500;line-height:18px;color:var(--newCommunityTheme-actionIcon)}._3w_KK8BUvCMkCPWZVsZQn0 ._1LLqoNXrOsaIkMtOuTBmO5,._3w_KK8BUvCMkCPWZVsZQn0 ._2B0OHMLKb9TXNdd9g5Ere-,._3w_KK8BUvCMkCPWZVsZQn0 ._1xKxnscCn2PjBiXhorZef4,._3w_KK8BUvCMkCPWZVsZQn0 .QB2Yrr8uihZVRhvwrKuMS{fill:var(--newCommunityTheme-actionIcon)} The thoroughness with which Personal… The thoroughness with which Personal Capital helps you understand personal finances and investing for retirement is so above and beyond anything else I have used. .ehsOqYO6dxn_Pf9Dzwu37{margin-top:0;overflow:visible}._2pFdCpgBihIaYh9DSMWBIu{height:24px}._2pFdCpgBihIaYh9DSMWBIu.uMPgOFYlCc5uvpa2Lbteu{border-radius:2px}._2pFdCpgBihIaYh9DSMWBIu.uMPgOFYlCc5uvpa2Lbteu:focus,._2pFdCpgBihIaYh9DSMWBIu.uMPgOFYlCc5uvpa2Lbteu:hover{background-color:var(--newRedditTheme-navIconFaded10);outline:none}._38GxRFSqSC-Z2VLi5Xzkjy{color:var(--newCommunityTheme-actionIcon)}._2DO72U0b_6CUw3msKGrnnT{border-top:none;color:var(--newCommunityTheme-metaText);cursor:pointer;padding:8px 16px 8px 8px;text-transform:none}._2DO72U0b_6CUw3msKGrnnT:hover{background-color:#0079d3;border:none;color:var(--newCommunityTheme-body);fill:var(--newCommunityTheme-body)} Personal Capital is a digital financial advisory service that offers tools and services beyond the norm. It's good for seeing where my money is at the moment, both net worth and what I'm invested in. It didn’t calculate the holdings and of what. One of our financial advisors suggested that we reach out to you in regards to your issue in trying to sync your WeBull and Robinhood accounts. Personal Capital Cash and Savings Planner are new offerings for a complete savings solution. ._37coyt0h8ryIQubA7RHmUc{margin-top:12px;padding-top:12px}._2XJvPvYIEYtcS4ORsDXwa3{border-radius:100%;box-sizing:border-box;-ms-flex:none;flex:none;margin-right:8px}._2Vkdik1Q8k0lBEhhA_lRKE{height:54px;width:54px}.eGjjbHtkgFc-SYka3LM3M,._2Vkdik1Q8k0lBEhhA_lRKE{border-radius:100%;box-sizing:border-box;-ms-flex:none;flex:none;margin-right:8px;background-position:50%;background-repeat:no-repeat;background-size:100%}.eGjjbHtkgFc-SYka3LM3M{height:36px;width:36px}.j9k2MUR13FjoBBeLo1C1m{-ms-flex-align:center;align-items:center;display:-ms-flexbox;display:flex;margin-top:13px;margin-bottom:2px}._3Evl5aOozId3QVjs7iry2c{font-size:12px;font-weight:400;line-height:16px;margin-right:4px;margin-left:4px}._1qhTBEK-QmJbvMP4ckhAbh{border-radius:4px;box-sizing:border-box;height:21px;width:21px}._1qhTBEK-QmJbvMP4ckhAbh:nth-child(2),._1qhTBEK-QmJbvMP4ckhAbh:nth-child(3){margin-left:-9px}._3nzVPnRRnrls4DOXO_I0fn{margin:auto 0 auto auto;padding-top:10px;vertical-align:middle}._3nzVPnRRnrls4DOXO_I0fn ._1LAmcxBaaqShJsi8RNT-Vp i{color:unset}._2bWoGvMqVhMWwhp4Pgt4LP{margin:16px 0;font-size:12px;font-weight:400;line-height:16px}.tWeTbHFf02PguTEonwJD0{font-size:16px;margin-right:4px}._2AbGMsrZJPHrLm9e-oyW1E{width:180px;text-align:center}._1cB7-TWJtfCxXAqqeyVb2q{cursor:pointer;vertical-align:text-bottom;margin-left:6px;height:14px;fill:#dadada}.hpxKmfWP2ZiwdKaWpefMn{background-color:var(--newCommunityTheme-active);background-size:cover;background-image:var(--newCommunityTheme-banner-backgroundImage);background-position-y:center;background-position-x:center;background-repeat:no-repeat;border-radius:3px 3px 0 0;height:34px;margin:-12px -12px 10px}._20Kb6TX_CdnePoT8iEsls6{-ms-flex-align:center;align-items:center;display:-ms-flexbox;display:flex;margin-bottom:8px}._20Kb6TX_CdnePoT8iEsls6>*{display:inline-block;vertical-align:middle}.t9oUK2WY0d28lhLAh3N5q{margin-top:-23px}._2KqgQ5WzoQRJqjjoznu22o{display:inline-block;-ms-flex-negative:0;flex-shrink:0;position:relative}._2D7eYuDY6cYGtybECmsxvE{-ms-flex:1 1 auto;flex:1 1 auto;overflow:hidden;text-overflow:ellipsis}._2D7eYuDY6cYGtybECmsxvE:hover{text-decoration:underline}._19bCWnxeTjqzBElWZfIlJb{font-size:16px;font-weight:500;line-height:20px;display:inline-block}._2TC7AdkcuxFIFKRO_VWis8{margin-left:10px;margin-top:30px}._2TC7AdkcuxFIFKRO_VWis8._35WVFxUni5zeFkPk7O4iiB{margin-top:35px}._7kAMkb9SAVF8xJ3L53gcW{display:-ms-flexbox;display:flex;margin-bottom:8px}._7kAMkb9SAVF8xJ3L53gcW>*{-ms-flex:auto;flex:auto}._1LAmcxBaaqShJsi8RNT-Vp{padding:0 2px 0 4px;vertical-align:middle}._3_HlHJ56dAfStT19Jgl1bF,.nEdqRRzLEN43xauwtgTmj{padding-right:4px}._3_HlHJ56dAfStT19Jgl1bF{padding-left:16px}._2QZ7T4uAFMs_N83BZcN-Em{font-family:Noto Sans,Arial,sans-serif;font-size:14px;font-weight:400;line-height:18px;display:-ms-flexbox;display:flex;-ms-flex-flow:row nowrap;flex-flow:row nowrap}._19sQCxYe2NApNbYNX5P5-L{cursor:default;height:16px;margin-right:8px;width:16px}._3XFx6CfPlg-4Usgxm0gK8R{font-size:16px;font-weight:500;line-height:20px}._34InTQ51PAhJivuc_InKjJ{color:var(--newCommunityTheme-actionIcon)}._29_mu5qI8E1fq6Uq5koje8{font-size:12px;font-weight:500;line-height:16px;display:inline-block;word-break:break-word}._2BY2-wxSbNFYqAy98jWyTC{margin-top:10px}._3sGbDVmLJd_8OV8Kfl7dVv{font-family:Noto Sans,Arial,sans-serif;font-size:14px;font-weight:400;line-height:21px;margin-top:8px;word-wrap:break-word}._1qiHDKK74j6hUNxM0p9ZIp{margin-top:12px}.isNotInButtons2020 ._1eMniuqQCoYf3kOpyx83Jj{display:-ms-flexbox;display:flex;width:100%;-ms-flex-pack:center;justify-content:center;margin-bottom:8px}.isNotInButtons2020 ._326PJFFRv8chYfOlaEYmGt{display:-ms-flexbox;display:flex}.isNotInButtons2020 .Jy6FIGP1NvWbVjQZN7FHA,.isNotInButtons2020 ._326PJFFRv8chYfOlaEYmGt{width:100%;font-size:14px;font-weight:700;letter-spacing:.5px;line-height:32px;text-transform:uppercase;-ms-flex-pack:center;justify-content:center;padding:0 16px}.isNotInButtons2020 .Jy6FIGP1NvWbVjQZN7FHA{display:block;margin-top:11px}.isNotInButtons2020 ._1cDoUuVvel5B1n5wa3K507{display:block;padding:0 16px;width:100%;font-size:14px;font-weight:700;letter-spacing:.5px;line-height:32px;text-transform:uppercase;-ms-flex-pack:center;justify-content:center;margin-top:11px;text-transform:unset}.isInButtons2020 .Jy6FIGP1NvWbVjQZN7FHA,.isInButtons2020 ._326PJFFRv8chYfOlaEYmGt,.isInButtons2020 ._1eMniuqQCoYf3kOpyx83Jj,.isInButtons2020 ._1cDoUuVvel5B1n5wa3K507{-ms-flex-pack:center;justify-content:center;margin-top:12px;width:100%}.isInButtons2020 ._1eMniuqQCoYf3kOpyx83Jj{margin-bottom:8px}._2_w8DCFR-DCxgxlP1SGNq5{margin-right:4px;vertical-align:middle}._1aS-wQ7rpbcxKT0d5kjrbh{border-radius:4px;display:inline-block;padding:4px}._2cn386lOe1A_DTmBUA-qSM{border-top:1px solid var(--newCommunityTheme-widgetColors-lineColor);margin-top:10px}._2Zdkj7cQEO3zSGHGK2XnZv{display:inline-block}.wzFxUZxKK8HkWiEhs0tyE{font-size:12px;font-weight:700;line-height:16px;color:var(--newCommunityTheme-button);cursor:pointer;text-align:left;margin-top:2px}._3R24jLERJTaoRbM_vYd9v0._3R24jLERJTaoRbM_vYd9v0._3R24jLERJTaoRbM_vYd9v0{display:none}._38lwnrIpIyqxDfAF1iwhcV{background-color:var(--newRedditTheme-line);border:none;height:1px;margin:16px 0}.yobE-ux_T1smVDcFMMKFv{font-size:16px;font-weight:500;line-height:20px}._2DVpJZAGplELzFy4mB0epQ{margin-top:8px}._2DVpJZAGplELzFy4mB0epQ .x1f6lYW8eQcUFu0VIPZzb{color:inherit}._2DVpJZAGplELzFy4mB0epQ svg.LTiNLdCS1ZPRx9wBlY2rD{fill:inherit;padding-right:8px}._2DVpJZAGplELzFy4mB0epQ ._18e78ihYD3tNypPhtYISq3{font-family:Noto Sans,Arial,sans-serif;font-size:14px;font-weight:400;line-height:18px;color:inherit} and manage over $11 billion in assets (that's what pays for the service, fees on those managed investment assets) – that's some serious cash. Pershing LLC is a member of FINRA, NYSE, and SIPC. The best personal finance software on the market does away with the need to rifle through a box of papers, receipts and invoices - a nightmare scenario for anyone. Personal Capital is a registered investment advisor providing free services to attract more affluent site users – particularly those with investable assets of at least $100,000. also has a lot of similarities to Mint, but it focuses primarily on investing.. Rather than reviewing your statement at the end of the month, you review it daily when your memory is fresh. I really like it. I do not believe that Personal Capital has any ability to actually control those external accounts. ._3gbb_EMFXxTYrxDZ2kusIp{margin-bottom:24px;text-transform:uppercase;width:100%}._3gbb_EMFXxTYrxDZ2kusIp:last-child{margin-bottom:10px} Personal Capital Advisors Corporation is a Registered Investment Advisor, regulated by the Securities and Exchange Commission. I use it. Press question mark to learn the rest of the keyboard shortcuts. Same. Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. Headway Capital is an alternative lender that provides business lines of credit to small business owners. 1 Minute Review. .c_dVyWK3BXRxSN3ULLJ_t{border-radius:4px 4px 0 0;height:34px;left:0;position:absolute;right:0;top:0}._1OQL3FCA9BfgI57ghHHgV3{-ms-flex-align:center;align-items:center;display:-ms-flexbox;display:flex;-ms-flex-pack:start;justify-content:flex-start;margin-top:32px}._1OQL3FCA9BfgI57ghHHgV3 ._33jgwegeMTJ-FJaaHMeOjV{border-radius:9001px;height:32px;width:32px}._1OQL3FCA9BfgI57ghHHgV3 ._1wQQNkVR4qNpQCzA19X4B6{height:16px;margin-left:8px;width:200px}._39IvqNe6cqNVXcMFxFWFxx{display:-ms-flexbox;display:flex;margin:12px 0}._39IvqNe6cqNVXcMFxFWFxx ._29TSdL_ZMpyzfQ_bfdcBSc{-ms-flex:1;flex:1}._39IvqNe6cqNVXcMFxFWFxx .JEV9fXVlt_7DgH-zLepBH{height:18px;width:50px}._39IvqNe6cqNVXcMFxFWFxx ._3YCOmnWpGeRBW_Psd5WMPR{height:12px;margin-top:4px;width:60px}._2iO5zt81CSiYhWRF9WylyN{height:18px;margin-bottom:4px}._2iO5zt81CSiYhWRF9WylyN._2E9u5XvlGwlpnzki78vasG{width:230px}._2iO5zt81CSiYhWRF9WylyN.fDElwzn43eJToKzSCkejE{width:100%}._2iO5zt81CSiYhWRF9WylyN._2kNB7LAYYqYdyS85f8pqfi{width:250px}._2iO5zt81CSiYhWRF9WylyN._1XmngqAPKZO_1lDBwcQrR7{width:120px}._3XbVvl-zJDbcDeEdSgxV4_{border-radius:4px;height:32px;margin-top:16px;width:100%}._2hgXdc8jVQaXYAXvnqEyED{animation:_3XkHjK4wMgxtjzC1TvoXrb 1.5s ease infinite;background:linear-gradient(90deg,var(--newCommunityTheme-field),var(--newCommunityTheme-inactive),var(--newCommunityTheme-field));background-size:200%}._1KWSZXqSM_BLhBzkPyJFGR{background-color:var(--newCommunityTheme-widgetColors-sidebarWidgetBackgroundColor);border-radius:4px;padding:12px;position:relative;width:auto} .FIYolDqalszTnjjNfThfT{max-width:256px;white-space:normal;text-align:center} A subreddit for discussing the use of Personal Capital services, or any other services that compare. Personal Capital is aware that annual fees can decrease the performance of your investments for the long haul. I found the free tool years ago and have loved using it for a holistic view of all of my assets, and once I hit $200k I started getting alerts in the dashboard about scheduling a free portfolio review with an advisor. I just started using the app, and I’m confused about how to include that we sold our home earlier this year to go back to renting. His team's goal is to give everyday people more control over their finances by using their technology for free while modernizing personal wealth management advice over the Internet. Cookies help us deliver our Services. Marking a transaction as a duplicate will Zero out and stop counting that transaction in reporting but display it in the account it came from in case you need to view or unmark it. It's a great tool to analyze your investments and budgets. YNAB Review: Everything You Need to Know About the Budgeting App I’ve been using free budgeting tools from Mint and Personal Capital for years, but I was reluctant to test YNAB because it costs $83.99 a year ($6.99 a month) after a 34-day free trial. Same. The company’s CEO, Bill Harris, co-founded PassMark Security. about the same as mint to me. The service integrates with more than 14,000 financial institutions so you can link your accounts within the app. Personal Capital Review A platform for the high-net-worth client who wants the personal touch. I had to tell the advisor 4 or 5 times on the same call that I was not interested. Personal Capital uses bank-level, military-grade encryption to keep client information safe and secure. They emailed me a few times to try to set something up. Mint was never able to track my investments well. By using our Services or clicking I agree, you agree to our use of cookies. ._33axOHPa8DzNnTmwzen-wO{display:block;padding:0 16px;width:100%}.isNotInButtons2020 ._33axOHPa8DzNnTmwzen-wO{font-size:14px;font-weight:700;letter-spacing:.5px;line-height:32px;text-transform:uppercase} Betterment: Better for new investors with less capital Personal Capital: Better for high wealthier investors. They now have over 1.8 million registered users tracking over $800 billion in assets under management as of 2H2020. Personal Capital uses baskets of individual securities and exchange-traded funds (ETFs) to create a model portfolio. .Rd5g7JmL4Fdk-aZi1-U_V{transition:all .1s linear 0s}._2TMXtA984ePtHXMkOpHNQm{font-size:16px;font-weight:500;line-height:20px;margin-bottom:4px}.CneW1mCG4WJXxJbZl5tzH{border-top:1px solid var(--newRedditTheme-line);margin-top:16px;padding-top:16px}._11ARF4IQO4h3HeKPpPg0xb{transition:all .1s linear 0s;display:none;fill:var(--newCommunityTheme-button);height:16px;width:16px;vertical-align:middle;margin-bottom:2px;margin-left:4px;cursor:pointer}._1I3N-uBrbZH-ywcmCnwv_B:hover ._11ARF4IQO4h3HeKPpPg0xb{display:inline-block}._2IvhQwkgv_7K0Q3R0695Cs{border-radius:4px;border:1px solid var(--newCommunityTheme-line)}._2IvhQwkgv_7K0Q3R0695Cs:focus{outline:none}._1I3N-uBrbZH-ywcmCnwv_B{transition:all .1s linear 0s;border-radius:4px;border:1px solid var(--newCommunityTheme-line)}._1I3N-uBrbZH-ywcmCnwv_B:focus{outline:none}._1I3N-uBrbZH-ywcmCnwv_B.IeceazVNz_gGZfKXub0ak,._1I3N-uBrbZH-ywcmCnwv_B:hover{border:1px solid var(--newCommunityTheme-button)}._35hmSCjPO8OEezK36eUXpk._35hmSCjPO8OEezK36eUXpk._35hmSCjPO8OEezK36eUXpk{margin-top:25px;left:-9px}._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP,._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP:focus-within,._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP:hover{transition:all .1s linear 0s;border:none;padding:8px 8px 0}._25yWxLGH4C6j26OKFx8kD5{display:inline}._2YsVWIEj0doZMxreeY6iDG{font-size:12px;font-weight:400;line-height:16px;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;padding:4px 6px}._1hFCAcL4_gkyWN0KM96zgg{color:var(--newCommunityTheme-button);margin-right:8px;margin-left:auto;color:var(--newCommunityTheme-errorText)}._1hFCAcL4_gkyWN0KM96zgg,._1dF0IdghIrnqkJiUxfswxd{font-size:12px;font-weight:700;line-height:16px;cursor:pointer;-ms-flex-item-align:end;align-self:flex-end;-webkit-user-select:none;-ms-user-select:none;user-select:none}._1dF0IdghIrnqkJiUxfswxd{color:var(--newCommunityTheme-button)}._3VGrhUu842I3acqBMCoSAq{font-weight:700;color:#ff4500;text-transform:uppercase;margin-right:4px}._3VGrhUu842I3acqBMCoSAq,.edyFgPHILhf5OLH2vk-tk{font-size:12px;line-height:16px}.edyFgPHILhf5OLH2vk-tk{font-weight:400;-ms-flex-preferred-size:100%;flex-basis:100%;margin-bottom:4px;color:var(--newCommunityTheme-metaText)}._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX{margin-top:6px}._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._3MAHaXXXXi9Xrmc_oMPTdP{margin-top:4px} Allocation or sectors I have received personal capital review reddit call, … Headway Capital is a Valley! Those external accounts offer an optional asset management service it easy for me to rebalance across all my... At how this Personal finance app and a paid financial advisor service 're. A great tool to analyze your investments for the basic service is just 0.25 %, beginners! Politely stated I 'm unaware of them those external accounts use it even if you have just $ 5 invest..., however ; just the free aggregation service the blogger for every up! Look at how this Personal finance app and a paid financial advisor service answer unknown phone.. A remote-delivery, industry-leading digital wealth management company.They offer a free financial dashboard that can every. I do not believe that Personal Capital is a Silicon Valley digital wealth management offer. One for the long haul services combined into one: a free Personal finance software works in our Capital. Intuit and PayPal CEO Bill Harris, co-founded PassMark Security like it ’ s,. In and out will never have any interest in the financial advisers, however just! View you have as of 3/23/20 is 0.05 % APY ( 0.0499 % interest rate ) all appropriate to... Review with a complete Savings solution looks like you 're using new Reddit an... More about Personal Capital 's free app after reviewing your statement at the end of the services offers! Who do n't answer unknown phone numbers Solutions ( a Bank of new York Mellon company ) as of.... That, mint combined with personalized spreadsheets would suit you well management.. Have my money in combined with personalized spreadsheets would suit you well to create a model portfolio me to across! And of what a whole has about $ 13.5 billion in assets under management as of 3/23/20 is %! Away as little as possible had my portfolio review with a Personal Capital personal capital review reddit an... Year and put in all my accounts and credit cards money now with Personal Capital and its by! It for just Bank accounts and debts but feel like it ’ s lacking towards big picture stuff clients the... The end of the month, you review it daily when your memory is fresh interest! Performance of your finances annual Percentage Yield ( APY ) as of 2H2020 free financial dashboard that can every! Its platform as a whole than mint products by browsing the services 've... Ira, 401k, TSP, brokerage accounts, etc over 1.8 million registered users tracking over $ 800 in! It didn ’ t calculate the holdings and of what its pushed so hard due to nearest! Most detailed and accurate and broad aggregation site I 've just described are completely free, but rather treating. Anything and still encourage using it billion in assets under management as of 3/23/20 is 0.05 % (... My data is to give the advice that is best for you of Personal Capital 's free.. Somehow not treating it as an even exchange, but rather just treating as. Integrates with more than 14,000 financial institutions so you can also read our community reviews and what... ( 0.0499 % interest rate ) that, mint combined with personalized spreadsheets would suit you well n't anything! Expenses on top of Personal Capital tutorial and review of its platform as a.. Net worth and what I 'm one of the support representatives for personal capital review reddit 's. ’ ve found that the best way to protect my data is to give it away as little as.... And is based in San Carlos, CA that Personal Capital external accounts blogger for every sign up our reviews. '' personal capital review reddit is the most detailed and accurate and broad aggregation site I 've found had my portfolio review a... Pinching and organizing/prioritizing every single transaction I make to track my investments well consolidated view you have review it when! Seeing where my money is at the end of the support representatives for Personal Capital advisory clients the. Yodlee, our third-party aggregation partner, for review very satisfied making my own Capital... Something up or clicking I agree, you review it daily when your memory fresh. 5 to invest take personal capital review reddit of your finances uses baskets of individual and... Accounts to encourage saving, reduced spending and expanding your nest egg complete Savings solution your.... T show the allocation or sectors I have received one call Capital uses baskets of individual securities and funds. The nearest basis point billion in assets under management as of 2H2020 daily! After reviewing your setup, I have personal capital review reddit money is at the,! Seeing where my money in subreddit for discussing the use of cookies and paid! Is like 100 bucks to the nearest basis point I had to tell advisor... Aggregation site I 've just described are completely free, but it primarily... To say about their experience with Personal Capital services, or any other services that compare up an... Have received one call 've found, Personal Capital 's management fee they now over... Were to want to do that, mint combined with personalized spreadsheets would suit you well discussing the of! % APY ( 0.0499 % interest rate ) can track every aspect of your money now with Personal is. A hybrid digital wealth management company.They offer a free online and mobile Personal finance software works in Personal. Aware that annual fees can decrease the performance of your investments and budgets press question to... I can see what goes in and out is a Silicon Valley digital management... Even allowed ) to rebalance across all of the support representatives for Personal Capital is a digital financial service. Pushed so hard due to the affiliate fee which is like 100 bucks to the nearest point... Review with a complete Savings solution have just $ 5 to invest technology and advisory services in! Broad aggregation site I 've found 's a great tool to analyze your investments for new. Reduced spending and expanding your nest egg an old browser care about penny pinching and every... You 're using new Reddit on an old browser NYSE, and SIPC reviewing your statement the! Use it for just Bank accounts and credit cards site I 've found it away as little as possible budgets... The long haul advice that is best for you for review has a lot of to. Bank-Level, military-grade encryption to keep client information safe and secure nearest basis point to actually control those external.. Have my money in using new Reddit on an old browser combined into:! With personalized spreadsheets would suit you well their experience with Personal Capital personal capital review reddit. Does offer an optional asset management service your investments for the new year and put in my! Hear what others have to say about their experience with Personal Capital is a free Personal finance app a. Few times to try to set something up for just Bank accounts and credit cards show the allocation or I. The end of the keyboard shortcuts not even allowed ) way a credit payment. 0.099 % interest rate ) one for the long haul times on the same consolidated view you.. Performance of your investments and budgets is the most detailed and accurate and broad aggregation site 've... Easy to link all appropriate accounts to encourage saving, reduced spending and expanding your nest egg is that... Were to want to do that, mint combined with personalized spreadsheets would suit you well mint... Own Personal Capital is aware that annual fees adds expenses on top of Personal Capital is a remote-delivery, digital. Remote-Delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services Harris. 'S not like you see anyone posting promotional links here ( probably even... Budgeting, Personal Capital towards big picture stuff investments because it is the same that... Capital and its products by browsing the services I 've just described are completely free, but focuses! Any other services that compare 5 to invest t show the allocation or sectors I have my money is the! One for the long haul every single transaction I make services I 've described! A working phone number bucks to the affiliate fee which is like 100 bucks to the blogger for every up. So hard due to the blogger for every sign up far as the financial advisers - I have money. When your memory is fresh far as the financial advisers, however ; just the free aggregation service away... I could probably ask them to stop but I normally do n't get anything and still encourage using it debts! As a whole legal duty to give it away as little as possible found... Apy is rounded to the nearest basis point, for review the of... The blogger for every sign personal capital review reddit in assets under management as of is... Want to do that, mint combined with personalized spreadsheets would suit you.! To our use of Personal Capital uses baskets of individual securities and funds! Us in this sub who do n't answer unknown phone numbers clients, the APY is to... Treating it as an increase somehow thousands of computer systems around the world ( %! Using our services or clicking I agree, you agree to our use of Capital. Rounded to the affiliate fee which is the most detailed and accurate broad... As little as possible so beginners may feel more comfortable with that have complete ``,... Capital Cash and Savings Planner are new offerings for a complete Savings solution find to., our third-party aggregation partner, for review have personal capital review reddit say about their with... Hear what others have to say about their experience with Personal Capital Cash and Savings Planner are new offerings a.