How to Link an Investing Account to Personal Capital
Please follow the steps below to link an investing account to Personal Capital. If you don’t have a Personal Capital account yet, click here to sign up.
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- 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 button for Link Another Account at the left side of the page. Click on Link Another Account.
- Then, a pop up window will appear. Now, use the search bar, and search for the bank you wish to link or you could just select from the financial institutions below.
- Now, enter your investment account credentials.
- After that, click on the Link button.
- And now, your investing account has been linked.
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