Pure poison. Invested 100k. They managed to lose 12.5 % or $12,420 in 20 months. We're retired 67 years old. They lost or stole $6,108 from date of closing 08/15/2023 to date of payout 08/21/2023, th... Se mere
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
Fantastic tool for getting and keeping your financial house in order. Easy to set up, and once you do, you can get both a bird's eye view and a detailed look at where you stand with regard to cash on... Se mere
Personal Capital is broken most of the time. I have opened dozens of support tickets with the vast majority that go nowhere. Citi Card, Amazon, Navia, etc etc don't work with Personal Capital. It's... Se mere
I love Personal Capital and recommend it to friends to begin their financial journeys. The net worth graph is an easy way to view the impact of debt and grow assets. I also love the monthly emails tha... Se mere
Virksomhedsoplysninger
Oplysningerne kommer fra forskellige eksterne kilder
Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Kontaktoplysninger
3 Lagoon Dr, Suite 200, 94065, Redwood City, USA
- 8558558005
- service@personalcapital.com
- personalcapital.com
2,4
Under middel
722 anmeldelser
Ingen anmeldelsesinvitationer registreret
Denne virksomhed har ikke inviteret sine kunder til at skrive anmeldelser, så anmeldelserne er muligvis ikke repræsentative
Har ikke besvaret negative anmeldelser
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Amazing Account Aggregation App!
About 2 years ago, I remember seeing an ad for Personal Capital on a YouTube video. I looked into it, and really liked the broad depth of account aggregation abilities available. I decided to sign-up for an account, and I have loved it ever since!
I love the being able to see all my accounts in one place! You don't know how helpful to see all my credit cards, bank accounts, and loan accounts all in one place. I can quickly glance over everything once a day, and make sure everything is in check.
The data visualization tools are really good too! I haven't tried Mint, but I hear it is better for budgeting, but I can't really see how. I think the categorical pie chart PC uses is really good, zooming in when you click on specific categories. I guess maybe PC doesn't have push notifications if you spend so much in a category, but again, I look over all my accounts once a day, so I know when I need to constrict, or when I can expand my spending.
And their service has been excellent too! When I have had some account aggregation issues, they have been able to update links, or reprogram on their end within a day or two.
11. december 2020
Uopfordret anmeldelse
Have not resloved issue with my bank in…
Have not resloved issue with my bank in over a month.
10. december 2020
Uopfordret anmeldelse
Besvarelse fra Personal Capital
Hi Ponce, If you could email support@personalcapital.com we would be happy to look into your aggregation/syncing issues and see if we can help. Often times these syncing issues with an individual bank are a result of recent feeds being updated on their side (which we don't have control over) but we can reach out to the initution and try to find a resolution to correct the syncing error.
I use it to track my investments and…
I use it to track my investments and budgeting every month - super useful
10. december 2020
Uopfordret anmeldelse
Excellent tool with lots of information…
Excellent tool with lots of information in a clear format
7. december 2020
Uopfordret anmeldelse
Updating from Mint to Personal Capital
I used to use mint before and I was hesitant of switching apps and attaching all the accounts again. But it was a great decision! Overall I love the app. I would love to see more security feature for better peace of mind. Great work!
5. december 2020
Uopfordret anmeldelse
Highly recommend!
While it's frustrating I'm unable to add some accounts to my Personal Capital account, I am still able to add them manually, and the features and functionality of this platform are amazing and I use it all the time to calculate my net worth. Highly recommend!
4. december 2020
Uopfordret anmeldelse
Solid, useful app.
Solid, robust app. Very useful. Clean, intuitive interface. More connectivity issues with linked accounts than I'd like. Customer support is responsive and professional, but resolution often lingers a long time.
Added features seem to respond to user demand. I recommend.
20. november 2020
Uopfordret anmeldelse
The thoroughness with which Personal…
The thoroughness with which Personal Capital helps you understand personal finances and investing for retirement is so above and beyond anything else I have used. It is extremely easy to link all appropriate accounts to encourage saving, reduced spending and expanding your nest egg. The phone app is easy to use and navigate also. I would highly recommend this service to anyone.
6. november 2020
Uopfordret anmeldelse
Very good app
Very good app, which gives the consolidated view of your accounts
18. oktober 2020
Uopfordret anmeldelse
Can't live without it
Can't live without it. My personal finances have dramatically improved since using it
12. oktober 2020
Uopfordret anmeldelse
Useful and Helpful
Extremely useful and the retirement section is invaluable.
8. oktober 2020
Uopfordret anmeldelse
Great app
Great app! If you're not using it you it you should be.
6. oktober 2020
Uopfordret anmeldelse
CONNECT ALL MY ACCOUNTS EFFECTIVELY.
3. oktober 2020
Uopfordret anmeldelse
Besvarelse fra Personal Capital
Hi Ben, If you could email support@personalcapital.com we would be happy to look into your aggregation/syncing issues and see if we can help. Often times these syncing issues with an individual bank are a result of recent feeds being updated on their side (which we don't have control over) but we can reach out to the initution and try to find a resolution to correct the syncing error.
Best tool available to track all your…
Best tool available to track all your finances and accounts in one place, with a useful and actionable dashboard
3. oktober 2020
Uopfordret anmeldelse
Best thing ever to see a snap shot of…
Best thing ever to see a snap shot of all your finances with the ability to go in depth and detail whenever you want.
1. oktober 2020
Uopfordret anmeldelse
Great tool to calculate your net worth
Very convenient way of knowing your net worth. I like that it has graph that shows if my net worth is improving or not. It just has glitches at times but overall I like the software. I use the app, I don't know if the desktop features are the same as the app though.
30. september 2020
Uopfordret anmeldelse
Amazing app
Amazing app, brings all of my finances together to just one place. I enjoy checking my Net worth grow day by day.
28. september 2020
Uopfordret anmeldelse
When I linked accounts in Ameritrade
When I linked accounts in Ameritrade, Personal Capital double counted them, reporting a 60% phony increase in liquid assets. They refuse to even discuss or open a trouble ticket. I've noticed other glitches. All they want to do is push their for-fee advisory service.
28. september 2020
Uopfordret anmeldelse
Besvarelse fra Personal Capital
Hi Fred, if you could email support@personalcapital.com we would be happy to look into your syncing issues with Ameritrade and see if we can help!
awesome
awesome! has some issues with some institutions but overall really cool
21. september 2020
Uopfordret anmeldelse
Referral link broken.
Joined from a friend's referral link and never got the 20$ gift card
20. september 2020
Uopfordret anmeldelse
Besvarelse fra Personal Capital
Hi Peter, please email us at referral@personalcapital.com and we check on the status for you!
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
Virksomheder kan bede deres kunder skrive en anmeldelse ved hjælp af automatiske invitationer. Denne type anmeldelser handler om reelle oplevelser og markeres "Verificeret".
Læs mere om andre typer anmeldelser.
Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.
Læs om anmeldelsesprocessen på Trustpilot.
Hér finder du 8 tips til at skrive anmeldelser.
Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.
Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.