Here you can find the most recent Personal Capital promotions, bonuses, and offers.
They are currently offering a $100 referral bonus.
Personal Capital Promotions Review
Personal Capital was created as a management service tool for those with a larger account balance. Through their financial management tools, you are able to create an account and access your portfolios to better your finances. You can effortlessly track all of your personal finances, from the convenience of your computer, tablet or phone.
- Bonus Links:
- Account Type: Brokerage Account
- Availability: Nationwide
- Branches: 5 (Branch Locator)
- Credit Inquiry: Unknown
- Direct Deposit Requirement: Unknown
- Credit Card Funding: None
- Early Termination Fee: None listed
I’ll go over Personal Capital offers below.
Personal Capital $100 Referral Bonus
- What you’ll get: $100 bonus
- Availability: Nationwide
- Credit Inquiry: Unknown
- Early Termination Fee: None listed
- How to earn it:
- Sign up for the free, easy-to-use financial tools —including the Retirement Planner
- Link your bank and investment accounts
- Receive your free financial analysis after talking with an expert
- Treat yourself with your FREE $100 Visa gift card
- When it expires: 10/31/2022
(Offer Expires October 31, 2022)
Brokerage Account Features
All Personal Capital Investment Accounts come with these features.
- Dedicated Financial Advisors: You get personal attention from two dedicated financial advisors who will develop a lifelong financial strategy tailored to your needs.
- 24/7 Professional Guidance: A new investment account can be quite daunting sometimes. That is why Personal Capital offers their customers personal support through 24/7 guidance.
- Online tools and resources: You will be able to have the ability to take full charge of your investments through their vast array of features.
- Award Winning Mobile App: Optimized for iPhone and Android phones, tablets and watches, the Personal Capital app is used by over 2 million users to track and manage their net worth.
What Else To Open at Personal Capital
Keep your eye out for these great Personal Capital products:
- Personal Capital Cash: At some point, every investor needs access to their cash. Whether it’s an emergency fund, or a temporary place to put it, it helps to have a secure and easy place to keep your money.
- Investment Account: Receive financial and retirement planning guidance from our advisory team, to help you take charge of your money.
Author’s Verdict
Finally, Personal Capital offers a wide selection of financial tools to gives you visibility into all of your accounts with a single secure login, across all of your devices. Get your financial life in check, tracked, and managed today with award winning financial tools and personal attention from trusted advisors today.
Additionally, you can find a full list of the best bank promotions here. Finally, remember to bookmark this page because you will always find an updated list of Personal Capital promotions here.
Compare Personal Capital rates for CDs and Savings with our best rates for Savings and CD accounts. Be sure to check more popular bank promotions include Chase Bank, Discover Bank, TD Bank, Huntington Bank, HSBC Bank and many more.
PROMOTIONAL LINK | OFFER | REVIEW |
HSBC Premier Checking Member FDIC | Up to $2,500 Cash | Review |
Chase Private Client | $3,000 Cash | Review |
U.S. Bank Business Checking | $900 Cash | Review |
U.S. Bank Business Checking | $400 Cash | Review |
Chase Business Complete Checking® | $300 Cash | Review |
KeyBank Key Smart Checking® | $300 Cash | Review |
Chase Total Checking® | $300 Cash | Review |
Chase College CheckingSM | $100 Cash | Review |
J.P. Morgan Self-Directed Investing | Up to $700 Cash | Review |
Chase Secure BankingSM | $100 Cash | Review |
SoFi Checking and Savings Account | $325 Cash | Review |
Huntington Bank Unlimited Plus Business Checking | $1,000 Cash | Review |
Huntington Bank Unlimited Business Checking | $400 Cash | Review |
Huntington Bank Business Checking 100 | $100 Cash | Review |
Fifth Third Bank Checking | $400 Cash | Review |
Axos Basic Business Checking | $400 Cash | Review |
Axos Business Interest Checking | $400 Cash | Review |
Axos Bank Business Premium Savings | $375 Cash | Review |
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