Sign up for an account with Personal Capital and link one investment account and receive a $20 Amazon Gift Card!
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Bonus: $20 Amazon Gift Card
Time: Less than 10 minutes to sign up
Company: Personal Capital
Purchase required: No
Steps required: Link at least one investment account
Notes: Personal Capital may attempt to call you to enroll you in their advising services, but you can request that they do not call you.
If you are familiar with Mint or other online services that connect to your banks, credit card companies, and investment providers and aggregate all your finances in one place then you will be familiar with Personal Capital.
Personal Capital can help track your net worth, set a budget and monitor daily expenditures, manage all your investments, and plan for your retirement. They even have a built in fee analyzer so you can better understand the fees you are already paying.
Personal Capital is free to use, but has fees if you have them manage your investments for you. You will also be able to access their award-winning dashboard. Personal Capital says it “gives you everything you need to gauge, monitor and optimize your financial holdings. Link all of your external financial accounts and get immediate access to a comprehensive view of all your accounts. Login securely from your desktop, tablet or mobile device 24/7.”
Join the over 1.6 million people who already use Personal Capital’s financial software and claim a $20 Amazon Gift Card just for trying it out.