Track and manage your financial life. Personal Capital combines award-winning financial tools with personal attention from registered financial advisors. Transform the way you understand, manage and grow your net worth.
A WHOLE NEW WAY TO TRACK AND MANAGE YOUR MONEY
Our unique combination of people and technology makes Personal Capital the smart choice because you can see all of your accounts in one place. Our app provides real-time data that uncovers trends and accurately reflects your cash flow. As fiduciaries, our advisors are legally bound to act in your best interest so we will never put our personal financial gain above yours. Let Personal Capital help ensure that you’re always moving towards your financial goals – at significantly less cost than traditional financial advisors, and with no hidden fees.
PERSONAL CAPITAL: MILLIONS OF PEOPLE. BILLIONS IN ASSETS
"App Store Staff Pick" – iTunes
START NOW FOR FREE
With the free Personal Capital app, you can easily and quickly link your accounts. We integrate with over 14,000 financial institutions, including Fidelity, Schwab, Wells Fargo and thousands of local and regional credit unions. You can be up and running in about a minute for a 360° view of your financial life.
INTERACTIVE CASH FLOW TOOLS
Create and follow a budget. See if you’re spending more than you’re making. Monitor credit card balances. See detailed income and spending by category or payee. Review transactions in the last 24 hours with the Recent Transactions Today extension.
TRACK YOUR INVESTMENTS
What’s the market doing and how is it affecting your assets? Track the numbers by account, asset class or individual security. Compare your portfolio against major market benchmarks and stay on track to meet your investing goals. Install the Holdings Today extension to track daily market and individual holdings movement.
PLAN FOR RETIREMENT
With Retirement Planner, you’ll know exactly where you stand relative to your retirement goals. Now you can build, manage and forecast your retirement in one convenient location.
A user must link at least 1 valid investment account in order to qualify.
Bank, credit or debit cards, PayPal, Stash, Acorns, Kapitall, Groundfloor, WageWorks HSA, Coinbase, and Manual Investment Accounts do not count toward the giveaway.
An Amazon.com Gift Card valued at $100 will be awarded to each new customer who links an account and the customer who refers the new customer.
All awards will be electronically delivered through Amazon to the customer’s email address that is provided in the registration process.
The offer will apply only to the first-time customer when a unique account is linked and will not be applied if the same account is linked multiple times in the same or additional accounts, or for any previous account, which was closed by the customer.
Referrers cannot exceed 30 gift card rewards in 30 days, and cannot exceed 100 gift card rewards in total.
The referring customer may be subject to taxes based on the IRS guidelines if the referring customer exceeds $600 in gift card value.
The Personal Capital Amazon.com Gift Card promotion may not be combined with any other offers.
Employees of Personal Capital are not eligible for this offer.
This offer is open to legal residents of the 50 U.S. states and D.C. who are 18 years and older.
Many businesses introduce a referral system with the main goal of increasing the number of customers. For example, if you are joining a gym for the first time they might offer you a free month as a new customer if you refer a friend to that particular gym. In addition, the client (or 'affiliate') might also get an extra bonus, for example a trial week.
As you can see, it's a 'win-win' situation for both parties; one is getting a free month and the other one a trial week. What happens, in reality, is that often, you can't invite a friend, because you don't have any friends interested in this particular referral business. Moreover, companies regularly offer better services or lower prices to affiliates who bring them referrals. And of course you want to take advantage of all these additional benefits.
What if you can actually do something about it? Wouldn't it be great if you could find a place where people like you share referrals? The good news is that there is already a platform that solves these problems.
Share Referrals is a website that lets people post referrals so those who are looking to be referred can find them in just a few easy steps. Both parties benefit and the process is quick and seamless. You don't even need to register an account, just fill in the form, and you are ready to go. The site is used by millions of people so you can be sure to obtain the bonus associated with the 'Refer a friend service' in a very short time
Furthermore, if you know that you will get something for free not only as a new customer, but also if a friend recommended you to that business, wouldn't you ask your friends if they are already customers of that business? At Share Referrals you can view referrals from other people, and it is highly likely that there is someone who posted about the same business that you are looking for. If you can get any additional benefits or bonuses from the Refer a Friend service, but you don't have a close friend who is interested in that particular service, just go to the Share Referrals website and you will surely find what you are looking for.