I had small account with Personal Capital for a couple of years. I liked the idea that the account, at least at that time, was composed of individual stocks according to their black box and my risk appetite, one or two or more shares of this and that, maybe 20-25 total in a 100K account I withdrew because the performance lagged a general index by several percentage points. I kept and recommend the free version to use as an aggregator of all my investments with simple analysis tool to screen my holdings. In my experience the Personal Capital sales/account manager personnel were not aggressive personalities, only mild attempts to try to get me to add funds and were prompt to honor my request to close my account. It has been a couple of years and nobody has called to try to woe me back. I note that their referral bonus is paltry compared to what the mainline discount brokers offer from time to time.
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I had small account with Personal Capital for a couple of years. I liked the idea that the account, at least at that time, was composed of individual stocks according to their black box and my risk appetite, one or two or more shares of this and that, maybe 20-25 total in a 100K account I withdrew because the performance lagged a general index by several percentage points. I kept and recommend the free version to use as an aggregator of all my investments with simple analysis tool to screen my holdings. In my experience the Personal Capital sales/account manager personnel were not aggressive personalities, only mild attempts to try to get me to add funds and were prompt to honor my request to close my account. It has been a couple of years and nobody has called to try to woe me back. I note that their referral bonus is paltry compared to what the mainline discount brokers offer from time to time.
Post: Off the Hook
Link to comment from April 2, 2022