Sign up for Personal Capital today using the provided link to get a $20 referral bonus. The Personal Capital referral program offers current cardholders a $20 bonus for a new customer that you refer to who uses the free tools offered. Not only do you get a sign up bonus, but your friend does too, so both parties benefit! For those who don’t know, Personal Capital includes award-winning financial tools and personal attention from registered financial advisors for significantly less than traditional financial advisors. Read below for more information about Personal Capital and how you can earn your bonus!
PROMOTIONAL LINK | OFFER | REVIEW |
J.P. Morgan Self-Directed Investing | Up to $700 Cash | Review |
Webull | Free stocks & free trades | Review |
Personal Capital Bonus Requirements
- Open 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!
Referral Program Terms
- 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.
Apply Now
Personal Capital: If you’re interested in this referral bonus, apply today!
Download the App
You can download the Personal Capital App here via iOS or Android.
Personal Capital Summary
Personal Capital is really two services combined into one — a free financial tracking tool, and a paid financial advisory service. It’s free and easy-to-use personal financial software that syncs up all your accounts in one location. Personal Capital creates summaries of your spending, net worth, and most importantly your investment portfolio. It’s a performance metric of all of your current stock, ETF and mutual fund holdings extrapolated backward. It does not include your cash, money market funds, individual bonds, options or other alternatives. Basically showing how your stock portfolio is performing over time. It encompasses all of your finances in one easy-to-use service.
Author’s Verdict
Consider Personal Capital for all your new brokerage needs. It’s a useful and easy website that can take care of all your finances efficiently. Also, to add a little incentive, Personal Capital is offering users a generous referral bonus with just a few simple requirements! Simply meet the qualifications and both the referee and referrer can earn a $20 bonus! Additionally, both parties will have access to a range of brokerage features to better your banking experiences! Let us know in the comment section below on your thoughts and experience with this service! Be sure to check back on BankDealGuy for more bank deals!
When will I get the $20?
Will the referral bonus work when linking a 403b acct? (Vs a 401k)