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719 reviews
Personal CapitalHonesty, pricing, process and quality scores appear once 5 customers have rated them.
Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Rated Honest, with an average rating of 4.4 out of 5.
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Andrew
Posted
Performance section not effective for tracking actual performance of your investments which is the entire point of this app. Customer service cannot satisfactorily answer questions about why my current performance is -95% when it is clearly not based on home investment sites.
James
Posted
Personal capital provides a good service for being free, but it does come with hang ups. The main reason I created an account was to track the performance of my portfolio. This was going fine until I changed my password on my brokerage account. I neglected to update with with Personal Capital and the performance was essentially lost for the period (about 1.5 months). I emailed the customer service team and they took four days to respond to my question and stated that they cannot retroactively fix my performance. What I find suspect about this is that once I updated my password all of the historical data flowed through to their system e.g. dividends, trades, etc. It makes no sense to me that the historical transactions flow through, but you are unable to update my performance. All that is needed is the historical daily closing prices and link them together. Maybe the rep was lazy and didn't want to look into my issue, but basically the main reason I signed up for the service was rendered useless. You would think many people have this problem in a world where you are constantly asked to update your password for security purposes and then neglect to update it to another system that works off that feed. If this issue can be resolved for me I think the software is much more valuable. I may have to look into buying performance software as I don't imagine this issue would arise.
