Description

Track and manage your financial life. Personal Capital combines award-winning financial tools with personal attention from registered financial advisors. Transform the way you understand, manage and grow your net worth.

A WHOLE NEW WAY TO TRACK AND MANAGE YOUR MONEY
Our unique combination of people and technology makes Personal Capital the smart choice because you can see all of your accounts in one place. Our app provides real-time data that uncovers trends and accurately reflects your cash flow. As fiduciaries, our advisors are legally bound to act in your best interest so we will never put our personal financial gain above yours. Let Personal Capital help ensure that you’re always moving towards your financial goals – at significantly less cost than traditional financial advisors, and with no hidden fees.

PERSONAL CAPITAL: MILLIONS OF PEOPLE. BILLIONS IN ASSETS
"App Store Staff Pick" – iTunes

START NOW FOR FREE
With the free Personal Capital app, you can easily and quickly link your accounts. We integrate with over 14,000 financial institutions, including Fidelity, Schwab, Wells Fargo and thousands of local and regional credit unions. You can be up and running in about a minute for a 360° view of your financial life.

INTERACTIVE CASH FLOW TOOLS
Create and follow a budget. See if you’re spending more than you’re making. Monitor credit card balances. See detailed income and spending by category or payee. Review transactions in the last 24 hours with the Recent Transactions Today extension.

TRACK YOUR INVESTMENTS
What’s the market doing and how is it affecting your assets? Track the numbers by account, asset class or individual security. Compare your portfolio against major market benchmarks and stay on track to meet your investing goals. Install the Holdings Today extension to track daily market and individual holdings movement.

PLAN FOR RETIREMENT
With Retirement Planner, you’ll know exactly where you stand relative to your retirement goals. Now you can build, manage and forecast your retirement in one convenient location.

PERSONALIZED INVESTMENT ADVICE
Personal Capital’s registered financial advisors provide customized advice tailored specifically to your goals.

BUILT-IN INVESTMENT INTELLIGENCE
With Investment Checkup, you can compare your portfolio’s allocation to the ideal target allocation and see how well your investments are doing. Uncover opportunities for diversification, minimize risk, and pinpoint hidden fees to fine-tune and improve performance.

UNCOVER HIDDEN FEES
Is your portfolio working as hard as it could be? The Allocation Checkup feature could save you thousands on expensive mutual fund fees.

PERSONAL CAPITAL FOR APPLE WATCH
Set a spending target and track it on the go. Quickly check your status by day, week, month or year. Access your spending simply by checking the date.

BANK-LEVEL SECURITY
You can use the Personal Capital app with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money and finances knowing your data is safe.

NEW VOICE ACTIVATION AND SIRI SHORTCUTS
You can ask Siri to give a summary of your accounts, check current balance and more.

What’s New

Version 9.6.1

Bug fixes.

Ratings and Reviews

4.8 out of 5
13.3K Ratings
13.3K Ratings
ignann05 ,

Great App!

Personal Capital is my favorite wealth management tool! It is helping me focus my financial goals of paying off my debt and growing my investments. I love the aggregate views of my credit lines and investments all in one easy to use interface. It has super useful in showing me how I spend my money and gives me financial transparency.

christiegee ,

Love this app!

Everything all in one place, great layout.

Jaguiniga ,

Great app!

This works great the only complaint is that I am unable to link my TD Ameritrade account.

Information

Seller
Personal Capital Corporation
Size
136.4 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2010-2018 Personal Capital Corporation
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

  • Siri

    Get things done within this app using just your voice.

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