Welcome to the sensible option to monitor and handle your monetary life. Now you’ll be able to see all of your accounts in a single place—financial institution accounts, retirement funds, and your investments. It begins with our award-winning monetary instruments that offer you a dynamic view of your web value. The result’s a wiser and simpler means so that you can take cost of your cash, so you’ll be able to plan forward and make more-informed choices.
PERSONAL CAPITAL CASH™
We reinvented the piggy financial institution. Private Capital Money is a brand new high-yield account. Earn extra in your spare money, at a fee larger than you’ll get with a typical financial savings account. It’s versatile, with a limiteless variety of transactions, no charges, and no minimal stability. And it’s FDIC insured. Begin incomes extra immediately. See full phrases at personalcapital.com/money.
MANAGE ALL YOUR ACCOUNTS IN ONE PLACE
With Private Capital, you’ll be able to see your entire accounts in a single place. Handle your financial institution accounts, 401k, IRA, investments, and even debt, all on our dashboard.
PERSONAL CAPITAL: MILLIONS OF PEOPLE USE OUR FREE TOOLS TO TRACK OVER $784 BILLION IN ASSETS
“Private Capital is the instrument to beat.” – The New York Instances, August 2018
“2019 FinTech 50” – Forbes
“The Finest Checklist 2016” – Kiplinger’s Private Finance
“Time Journal’s 50 Finest Web sites” – Time
“I haven’t seen every other instrument like this.” – Jean Chatzky, Actual Easy Sensible Cash, August 2019 in reference to the Sensible Withdrawal™ instrument.
START NOW FOR FREE
With the free Private Capital app, you’ll be able to simply and shortly hyperlink your accounts. Our app integrates with over 14,000 monetary establishments, together with Constancy, Schwab, Wells Fargo, and 1000’s of native and regional credit score unions. You will be up and working in a few minute for a 360-degree view of your monetary life.
INTERACTIVE CASH FLOW TOOLS
Create and comply with a funds. See in case you’re spending greater than you’re making. Monitor bank card balances. See detailed earnings and spending by class or payee. Observe your web value daily. Evaluation transactions within the final 24 hours with the Latest Transactions Immediately extension.
TRACK YOUR INVESTMENTS
What is the market doing, and the way is it affecting your property? Observe the numbers by account, asset class, or particular person safety.
Evaluate your portfolio in opposition to main market benchmarks and keep on monitor to satisfy your investing targets.
Set up the Holdings widget to trace day by day market and particular person holdings motion.
PLAN FOR RETIREMENT
With Retirement Planner, you will know precisely the place you stand relative to your retirement targets. Now you’ll be able to construct, handle, and forecast your retirement in a single handy location.
PERSONALIZED INVESTMENT ADVICE
Private Capital’s registered monetary advisors present personalized recommendation tailor-made particularly to your targets.
PLAN FOR RETIREMENT
With Retirement Planner, you’ll know precisely the place you stand relative to your retirement targets. Now you’ll be able to construct, handle and forecast your retirement in a single handy location.
UNCOVER HIDDEN FEES
Is your portfolio working as exhausting because it could possibly be? The free Funding Checkup instrument might prevent 1000’s in costly mutual fund charges.
PERSONAL CAPITAL FOR WEAR OS
Verify how your portfolio is doing and examine the highest 5 gainers and losers at a look out of your Put on OS (previously Android Put on).
WE DO NOT SELL YOUR PERSONAL INFORMATION
At Private Capital, we preserve your finest pursuits in thoughts. This contains not promoting your private data. And if we share your data with third events to assist us ship our companies, we require that they don’t promote your private data both. In any case, no person desires their contact data offered to telemarketers. Wish to be taught extra about this? Please see our privateness coverage.