Personal Capital is an online wealth management service designed to keep track of all your financial accounts in one place. I use it myself, and during my Personal Capital review I'll explain how it works (and sometimes doesn't work). I'll also discuss the key pros and cons of Personal Capital… like: What's with all those phone calls? And we will discuss this major concern: is personal capital safe? I'll share why I decided to trust them with my own personal information.

My Personal Capital Referral Bonus Link: https://moneydoneright.com/personalcapital/

My Personal Finance Course (use coupon code YOUTUBE for 50% off!): https://www.loganeducation.com/prosper

View next:
M1 Finance Review: https://youtu.be/XNMhp9xeNq8
Masterworks review: https://youtu.be/QhGN7-j5LGo
15 Roth IRA Mistakes: https://youtu.be/IJrm51MjIes
Why I don't invest in bonds: https://youtu.be/o892ovQ43oo

Table of contents:
0:00 Personal capital overview
1:35 What the sale of Personal Capital could mean for users
2:45 How personal capital makes money
3:48 Getting started with personal capital
4:19 Linking investment accounts to personal capital
5:10 Link bank accounts to personal capital
5:50 Personal capital in cash
6:43 Manually adding accounts to personal capital
8:30 Change the date range
8:55 Update your personal information
9:28 Personal Capital's referral program
10:05 Cash flow and budgeting in personal capital
11:15 Track your investments in personal capital
14:50 Control of personal capital investments
17:38 Checking personal capital fund costs
19:27 Side note on the Vanguard S&P 500 Index Fund
20:00 Financial planning for personal capital
23:07 Is personal capital safe?
24:57 Personal capital Advantages and disadvantages
27:28 For whom personal capital is good
28:20 For whom personal capital is not good

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