Personal Capital

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Canada
2 reviews
0 helpful votes
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Everyone using them is a victim just that they don't know it yet knew it early enough and did the needful really crazy happenings going on here if you know you know thankfully broke free of the shackles help from title to get what was most lost back

Date of experience: February 20, 2025
California
1 review
0 helpful votes
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Good idea but hasn't worked for 6 weeks.
November 24, 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.

Date of experience: November 23, 2017
New York
7 reviews
6 helpful votes
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Good way to summarize all accts in one place
September 4, 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.

Date of experience: September 4, 2016
California
2 reviews
1 helpful vote
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It's definitely helped!
June 15, 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!

Date of experience: June 15, 2016

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Ohio
2 reviews
2 helpful votes
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Greeat help.
October 11, 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.

Date of experience: October 11, 2015
California
1 review
3 helpful votes
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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.

Date of experience: December 17, 2014