![]() Each day, your account information is automatically updated in real time. You simply click a small plus arrow, specify the type of account, and fill in the online credentials.Īfter linking your accounts, they remain linked until you unlink them or change any of the account information. I found this to be extremely easy and efficient on the desktop version of the program. This involves authorizing each account within Personal Capital. Here is a brief introduction to Personal Capital:Īfter opening a free account, you link your financial accounts to the online dashboard. In addition to the excellent free financial tools, Personal Capital is a Registered Investment Adviser (RIA) with more than $12 Billion in assets under management. More than 2,400,000 users are now using the free Personal Capital platform to reach their financial goals. Like Mint, Personal Capital provides a comprehensive budgeting solution. Unlike Mint, Personal Capital provides a robust set of tools and resources to help you manage your investment portfolio, asset allocation, and retirement planning. All of these services are provided free of charge. Personal Capital is similar to Mint’s online budgeting service, but much more comprehensive. ![]() Personal Capital is best described as a “financial account aggregator.” After connecting your various financial accounts, the free service will summarize your financial situation and offer free personal financial planning guidance. I’ve used Personal Capital for several years to track our income, expenses, and net worth. I write this Personal Capital review as a long-time user.
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