Personal Capital 2.1

Personal Capital - Wealth management for the Internet age. - Business WeekA ...

This version of Personal Capital is optimized for the iPad, meaning that you can enjoy the full Personal Capital experience on the big screen.

“Wealth management for the Internet age.” - Business Week“A truly consumer-focused wealth management company.” - Business InsiderPersonal Capital is the one iPad app that allows you to track and monitor your complete financial picture and talk with an advisor via FaceTime, email or phone.Get started with Personal Capital now to:- See where your money is going -
Track your income and spending, see your largest expenses, and easily view your transactions with Personal Capital Cash Manager.- Monitor bank and credit card transactions to prevent fraud -
See all your most recent transactions and filter between Cash, Credit, Investments, and Loans.- Stay on top of your bills -
Track your credit card, loan, and mortgage accounts, including American Express, Chase, and Citibank credit cards; Chase, ING Direct, and E*TRADE loans; Wells Fargo, Bank of America, Quicken Loans mortgages and more.- Estimate and analyze the value of your stock options -
View your vested and unvested shares in public and private companies, choose from common vesting schedules for each grant, and estimate the value of your options to know what you're worth.- Track and monitor your investments -
View all your investment accounts, transactions and holdings in one place. Monitor your gainers and losers, compare your performance to the market, and track the value of your portfolio with Personal Capital's Investment Manager. Connect your investment accounts at BofA, Fidelity, Vanguard, Wells Fargo, Schwab and more.- Talk with a Registered Investment Advisor (RIA) -
If you want help or financial advice, a personal financial advisor is one click away by FaceTime, via email, or on the phone. Talk with us if you want, how you want. No country club membership needed.- Keep your financial information secure -
Personal Capital's unique multi-factor authentication allows you to manage your iPad access remotely, and requires multi-layer authentication from any new device. Our engineers invented online financial security. Seriously.- Relax. It just works! -
Personal Capital integrates with over 10 thousand financial institutions to show you your complete financial picture at a glance. It only takes a minute to download the app and put Personal Capital to work for you.Updated to take advantage of the Retina display on the new iPad-Performance improvements to Portfolio screenPersonal Capital is the one iPad app that allows you to track and monitor your complete financial picture and talk with an advisor via FaceTime, email or phone.Get started with Personal Capital now to:- See where your money is going -
Track your income and spending, see your largest expenses, and easily view your transactions with Personal Capital Cash Manager.- Monitor bank and credit card transactions to prevent fraud -
See all your most recent transactions and filter between Cash, Credit, Investments, and Loans.- Stay on top of your bills -
Track your credit card, loan, and mortgage accounts, including American Express, Chase, and Citibank credit cards; Chase, ING Direct, and E*TRADE loans; Wells Fargo, Bank of America, Quicken Loans mortgages and more.- Estimate and analyze the value of your stock options -
View your vested and unvested shares in public and private companies, choose from common vesting schedules for each grant, and estimate the value of your options to know what you're worth.- Track and monitor your investments -
View all your investment accounts, transactions and holdings in one place. Monitor your gainers and losers, compare your performance to the market, and track the value of your portfolio with Personal Capital's Investment Manager. Connect your investment accounts at BofA, Fidelity, Vanguard, Wells Fargo, Schwab and more.- Talk with a Registered Investment Advisor (RIA) -
If you want help or financial advice, a personal financial advisor is one click away by FaceTime, via email, or on the phone. Talk with us if you want, how you want. No country club membership needed.- Keep your financial information secure -
Personal Capital's unique multi-factor authentication allows you to manage your iPad access remotely, and requires multi-layer authentication from any new device. Our engineers invented online financial security. Seriously.- Relax. It just works! -
Personal Capital integrates with over 10 thousand financial institutions to show you your complete financial picture at a glance. It only takes a minute to download the app and put Personal Capital to work for you.

This is the iPad version of Personal Capital 2.1