Personal Capital- Sign Up Tutorial
Please follow the steps below to sign up for Personal Capital. If you don’t have a Personal Capital account yet, click here to sign up.
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- Once you click on the link on your desktop computer or laptop, you will be redirected to the page.
- Now, enter your first name, last name, email, and a password you wish to use.
- After entering all the necessary information, click on the Sign Up button.
- Next, enter your phone number. Then, click on Confirm.
- Now, give information about yourself by entering it on the blank spaces. After entering, click on Next.
- Next, select your goals from the options provided. You could also state your questions or concerns on this space provided. Then, click on Submit.
- On the page, describe your situation by selecting from the options provided. Then, click on Get Started.
- A pop-up window will appear. To get started, link your account.
- 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 account’s login credentials.
- After that, click on the Link button.
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