How to Add a Household Member on Your Personal Capital Account
Please follow the steps below to add a household member on your Personal Capital account. If you don’t have a Personal Capital account yet, click here to sign up.
Check out our recommended resources here.
Check out our Amazon store here.
- Open the website on your desktop computer or laptop.
- Click Sign In.
- Now, enter your email. Then, click on Continue.
- Next, enter your password. Then, click on Sign In.
- Once you are signed in, you will see a drop down arrow beside your name located at the top right side of the screen. Click on the drop down arrow.
- On the page, you will see an option that says Profile. Click on Profile.
- There, you will see a section for Household. Under Household is an option for Add Household Member. Click on Add Household Member.
- Then, a pop up window will appear. Now, enter all the required information.
- Next, select the relationship with the new household member. To select, click on the drop down arrow.
- After selecting, click on Save.
Check out our recommended resources here.
Check out our Amazon store here.