Personal Capital Info

Personal Capital Info

You can use the "Table of Contents" to jump to a specific part of the page.

Once you're done here, go back to the page you were on to resume your progress to riches.

Setting up your account

For a great video on how to set up and use M1 Finance, check out the one below:

If you'd like to see all the steps visually, follow along below:

  1. First, click this link to get started
  2. After you enter your email, password, and phone number you'll be sent to this page:
  3. image

    Don't worry if you don't know when you plan to retire or how much you have saved in cash; those can both be changed later.

  4. Next you'll link your bank, investment, and other accounts on this page:
  5. image

  6. And you're done!

If you came to this page through a link, you can head back to the

or the
4. Calculating The Essentials
4. Calculating The Essentials
page to continue.

Linking more accounts

For this, check out Personal Capitals set-by-step guide here.

Closing your account

Click here to see go to Personal Capitals support page on how to close your account or a specific investment account.

Have a question?

Still have questions? Send them over by clicking here.