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How to Contact Personal Capital Customer Service

Personal Capital is a digital wealth management company that offers a range of financial tools and services. They focus on investment management and provide insights into users' financial health. By linking accounts, users can monitor their income, spending, savings, investments, and net worth. Additionally, Personal Capital offers retirement planning and wealth management services designed for high-net-worth individuals.

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Published onSeptember 19, 2024
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How to Contact Personal Capital Customer Service

Personal Capital is a digital wealth management company that offers a range of financial tools and services. They focus on investment management and provide insights into users' financial health. By linking accounts, users can monitor their income, spending, savings, investments, and net worth. Additionally, Personal Capital offers retirement planning and wealth management services designed for high-net-worth individuals.

To ensure users receive the support they need, Personal Capital provides various customer service options. These options are available for inquiries about services, technical assistance, and personalized financial advice.

Contacting Personal Capital Customer Service

Phone Support: For immediate assistance, you can call Personal Capital's customer service line. This allows you to speak directly to a representative who can help resolve your issues or answer questions.

  • Customer Service Phone Number: 1 (855) 855-8005

Phone support is available Monday through Friday from 8:00 AM to 5:00 PM Pacific Time. It is ideal for real-time troubleshooting and clarifying services.

Email Support: If your issue is not urgent or you prefer writing, you can email Personal Capital's customer service team. This method might take longer for a response but is useful for detailed inquiries.

Include as much detail as possible about your issue. Providing relevant account information and specifying your question will help customer service assist you effectively.

Using the Personal Capital Website

The Personal Capital website has an easy-to-navigate interface and a comprehensive FAQ section. This can be helpful for quick self-service support. The FAQ section addresses common questions regarding account setup, linking bank accounts, and understanding the dashboard.

To access the FAQ section:

  • Go to [Personal Capital Support Center](https://www.personalcapital.com/help/)

The Personal Capital Mobile App

The Personal Capital mobile app also provides customer service options. Within the app, you can find a help or support section to submit questions. Many apps allow users to send messages directly to customer service or access self-help resources.

Assistance with Financial Advisory Services

If you use Personal Capital’s wealth management or financial advisory services, you can also communicate with your dedicated financial advisor. This offers personalized support tailored to your investment needs.

Personal Capital aims to provide customer-oriented service that combines technology with personalized financial advice. When contacting customer service, choose the channel that best fits your needs—whether by phone, email, through the website, or the mobile app. Be prepared with your account information and clearly state your questions to enhance your experience. Responses may vary in speed, especially via email, so patience is important.

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