Personal Capital Support Deteriorating Personal Capital, now Empowerment is no longer the responsive company I am use to working with. Their dashboard and financial planning has been accurate and very informative. When there are issues, their support got things resolved within 2-3 weeks, sometimes the next day. Now, things have changed, support lacks responsiveness and cannot give ETAs on fixes.IT is not exact science however it raises the question of the capabilities of their personnel to get things fixed. Something has to change.

It was a great company until they were… Note: I see many people rating their free services. I am rating their financial advisor services. It was a great company until they were purchased. After that, the company turned south quickly. They sold their expensive 0.89% service rate as beating index by 1% with their superior diversification strategy. Under-performed by 1% so would have been better off in a robo-account. Used to have great advisors, but then turnover accelerated. When I left, advisors weren't even responding to emails. Also, the dashboard consistently had problems that were never addressed.

I genuinely love Personal Capital I genuinely love Personal Capital. I’ve never had a wholistic view of my net worth before. It provides easy visibility to spend categories and how I’m tracking on expenses vs prior month. I have a few retirement accounts so it’s nice having an aggregated view of all my accounts in one centralized space. I would highly recommend Personal Capital. Both the desktop and mobile (app) view are user friendly.

A must have if you're serious about budgeting and saving If you're serious about tracking your spending and budgeting, personal capital is a must. It really helps see where you spend your money and what you can cut back on. Linking all accounts has been easy and the technology at personal capital seems great. And since it's free, there is no excuse not to get it!!

PURE POISON 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, three business days in total. Multiple errors throughout on their part. The most egregious act was to cold call us and try and talk us into investing another $250,000 that was in a high yield savings account. We've been cut off from the financial advisor and the advisory team. Emails returns with delivery failure notices unable to schedule calls which was very easy when they had our money. Fiduciary investment firm, you decide.