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Personal Capital reviews

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5 reviews
726 Main Street
Redwood City, California 94063
Tel: 855-855-8005
affiliate@personalcapital.com

5 Reviews From Our Community

Service
1
Value
1
Shipping
0
Returns
0
Quality
1

All Reviews

kenb136
1 review
0 helpful votes
11/23/17

Was good but they haven't fixed ability to connect to Interactive Brokers for 6 weeks. They keep saying they are working on it but It seems perhaps 6 weeks is a bit long to wait and still waiting.

tobyk7
7 reviews
4 helpful votes
9/4/16

Pros - Nice service for getting a summary of all your accts in one place.
Cons - they push you to sign up for the acct management services.

lindseys23
2 reviews
1 helpful vote
6/15/16

I would check out Personal Capital if you need some help getting your finances under control. I'd give it 5 stars except I don't use mine quite as much as I should - I'm not sure if that tells you something about the app or myself!

lylek10
2 reviews
2 helpful votes
10/11/15

Port Forward was very patient with a consumer that knows just enough about what was needed to make things more difficult for them. I thought I could do it myself and found out I couldn't. Tedie was extremely patient and understanding, and worked hard with me to resolve the problem. Well worth the time and expense.

Service
Value
Quality
markg94
1 review
3 helpful votes
12/17/14

The best digital money management service ever. Great updates, strong performance and terrific iPhone, Android and Web applications. All my accounts in one place and personalized investment recommendations.

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