Here you can find the most recent Personal Capital promotions, bonuses, and offers.
They are currently offering a $20 referral bonus.
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Table of Contents
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 $20 Referral Bonus
- What you’ll get: $20 bonus
- Where it’s available: Nationwide
- How to earn it:
- Create a new Brokerage Account if you haven’t already
- Link at least 1 of your 401(k), IRA, or brokerage accounts with your new Personal Capital account in order to qualify for the $20 reward.
- Refer a friend for a new account
- Enjoy your investment opportunities by using Personal Capital for free!
- The referred customer must complete the registration process using the link
- Cannot be registered with the service under any email address or alias
- Must be a legal resident of the 50 U.S. states and the District of Columbia who is 18 years or older.
- When it expires: No expiration date
(No expiration date)
Personal Capital is the smart way to track and manage your financial life. Get award-winning financial tools and personal attention from registered financial advisors for significantly less than traditional financial advisors.
Personal Capital Brokerage Bonuses
Being an industry-leading investment company, Personal Capital offers a wide array of investment products to better your financial history. You will be satisfied through their expertise and dedication to finding the best account and features for you to take advantage of.
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.
Personal Capital offers a $20 referral bonus. Their suite of financial tools 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.
• Chase Bank Bonuses. Chase usually offers the most sign-up bonuses out of all the big banks. Read up and enjoy several promotions for their Checking, Savings and Business accounts.
• HSBC Bank Bonuses. HSBC has some big value offers available for their Checking accounts. Some require hefty deposits to qualify. They also have an online Savings account offering a very competitive rate.
• Huntington Bank Bonuses. Huntington has Consumer Checking and Business Checking accounts available throughout the year.
• Discover Bank Bonuses. As an online bank, Discover offers high and competitive rates on their Savings, CD, and Money Market accounts. Enjoy excellent customer service nationwide.
• TD Bank Bonuses. TD Bank consistently offers great Checking account bonuses all year long. Savings account offers are less frequently available.