• Personal Capital

Is this your business?

Claim your listing for free to respond to reviews, update your profile and manage your listing.

Claim Your Business
Is this your business?

Overview

Personal Capital has a rating of 3.6 stars from 5 reviews, indicating that most customers are generally satisfied with their purchases. Personal Capital ranks 48th among Personal Finance sites.

  • Service
    1
  • Value
    1
  • Quality
    1
How would you rate Personal Capital?
Top Positive Review

“It's definitely helped!”

Lindsey S.
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!

Top Critical Review

“Good idea but hasn't worked for 6 weeks.”

KEN B.
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.

Reviews (5)

Rating

Timeframe

Other

Thumbnail of user lylek10
2 reviews
2 helpful votes
October 11th, 2015

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
Thumbnail of user lindseys23
2 reviews
1 helpful vote
June 15th, 2016

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!

Thumbnail of user markg94
1 review
3 helpful votes
December 17th, 2014

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.

Thumbnail of user tobyk7
7 reviews
6 helpful votes
September 4th, 2016

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.

Thumbnail of user kenb136
1 review
0 helpful votes
November 23rd, 2017

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.

Sitejabber for Business

Gain trust and grow your business with customer reviews.

About the business

Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all at PersonalCapital.com.

How do I know I can trust these reviews about Personal Capital?

  • Sitejabber’s sole mission is to increase online transparency for buyers and businesses
  • Sitejabber has helped over 200M buyers make better purchasing decisions online
  • Suspicious reviews are flagged by our algorithms, moderators, and community members
Have a question about Personal Capital?

Is this your business?

Claim your listing for free to respond to reviews, update your profile and manage your listing.

Claim Your Business