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.

Fantastic tool for getting and keeping… 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 hand, investments, loan debt, and credit card debt. This is the most useful general finance app I've come across.

I do recommend personal capital I have used PC for 2 years now. It has assisted me in sticking to my planned budget and get a realistic, live picture of where my spending and finances are at. I sometimes get a little frustrated when there is a delay in transactions posting because I cannot immediately update the categories at times. Other than this, I really enjoy personal capital and it is very user friendly. Because it is free it also makes it amazing value!

Personal Capital is broken most of the… 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 so frustrating that I am going to go back to Mint or another platform. The "aggregation support" is beyond bad.

I love having a place to keep up with… I love having a place to keep up with everything for free, a safe place that respects my Hustle. Although, I'm good enough to run my own portfoliio, PC has helped me realize which Assets of mine have too high of an Expense ratio. For that I am eternally grateful though if I did let this institution balance my holdings I'd be paying as much in expense ratio as a cost for management; which is a bit counterintuitive.