In short, I have never been able to connect to and retrieve data from these institutions no matter what application I’ve used. Most notably, my local credit union and the company holding the 401k money I had at a former employer. One problem I’ve had with every financial application I’ve used is their inability to automatically collect data from all the financial institutions I use. Mint which always seems to need me to log in to fix some sort of authentication problem related to the extra questions banks require you to answer to see your financial information. If the financial site you’re connecting to requires additional authentication information, like your mother’s maiden name or the first elementary school you attended, personal Capital can handle this too, without any problems. Personal Capital will then log in to the site and begin aggregating your financial data. Adding accounts to Personal Capital is easy, all you need to do is select or search for the bank, credit union, credit card, or investment company you want to track data for and then enter your current login information for that entity.
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