Find new Personal Capital promotions, bonuses, and offers for trading stocks, ETFs, bonds, options and mutual funds here.
Personal Capital is the smart way to track and manage your financial life. You can receive great financial tools and personal advice from registered financial advisors at a significantly less price than traditional financial advisors.
For a limited time, Personal Capital is offering a referral bonus of a $20 Amazon gift card when you sign up using a referral link and link 1 401(k), IRA, or brokerage account.
(No Expiration Date Listed)
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About Personal Capital Promotions
Personal Capital was founded by Bill Harris, the former CEO of PayPal and Intuit. They provide a managed service that is primarily targeted towards clients with large balances. They also offer a range of free financial management tools.
Their trading experience allows investors to manage their own accounts, access their own portfolios, and make trades seamlessly across multiple devices. Access your account on-the-go with mobile and tablet apps for iPhone and Android. Sign up today and see how you can manage your money with this great financial service and get a little something for trying it out.
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Current Personal Capital Promotions
*$20 Personal Capital Referral Bonus
Personal Capital is offering a referral bonus of a $20 Amazon gift card when you sign up using a referral link and link 1 401(k), IRA, or brokerage account. Sign up today and see how you can manage your money with this great financial service.
- Account Type: Personal Capital Account
- Availability: Nationwide, New Customers only
- Credit Inquiry: Soft pull only. Hard pull if you apply for margin.
- Monthly Fee: $0
- Bonus Requirements: Must link 401(k), IRA, or brokerage account to Personal Capital account. See below for more details
- Closing Account Fee: Make sure to keep the bonus and qualifying deposit (minus any trading losses) for at least 300 days within your account.
(No Expiration Date Listed)
*Expired* Get $100 Speaking w/ An Advisor
Currently, Personal Capital is offering a promotion where you can earn $100 when you speak with an advisor and answer a follow-up call about a proposal.
This is a YMMV offer, so be sure to login to your account before January 31st to see if you are eligible for the offer.
- What you get: Get $100 Speaking w/ An Advisor
- Offer expiration: January 31, 2020
- Who is eligible: Personal Capital Users (YMMV)
- How to get it:
- Using the link below, login to your account to see if you are eligible for this offer
- Schedule a call with an advisor and take an initial call as well as a second call to hear out a proposal to earn $100
- Terms: Offer available through January 31, 2020. If you schedule an appointment with a Personal Capital advisor and participate in both an initial call and a second call in which you receive a recommendation and proposal (a “Recommendation”), then you will receive $100 (the “Recommendation Bonus”), which will be deposited into your Personal Capital Cash account within 30 days after the Recommendation is delivered. If you do not have a Personal Capital Cash account, you must open a Personal Capital Cash account and link an external account within 30 days after receiving the Recommendation.
(Click button to learn more about the promotion)
How To Earn The Cash Bonus
- Just sign up via this $20 Personal Capital Referral Link and link 1 401(k), IRA, or brokerage account with Personal Capital
- Provide your Amazon’s email account upon registration process and once your new Personal Capital account is linked to a qualified investment account, both parties will earn the $20 Amazon Gift Card Bonus
- Enjoy your $20 Bonus!
- Retirement Planner
- Investment Checkup
- Budgeting & Cash Flow
- Fee Analyzer
- Education Planner
- A user must link at least one valid investment account (brokerage, 401k, IRA, etc) containing a balance of more than $1000 within 30 days of registering.
- An Amazon.com Gift Card will be awarded to each new user who links a valid investment account as well as to the user who refers the new user.
- All awards will be electronically delivered within six weeks from registration to the user’s email provided in the registration process.
- The offer will apply only to the first-time user when a unique investment account is linked and will not be applied if the same investment account is linked multiple times in the same or additional Personal Capital user accounts, or for any previous Personal Capital user account, which may have been previously closed or deleted.
- Personal Capital investment clients are allowed to participate in this program by referring new users only and may also receive 3 months free if the referred user becomes a trading client.
- Referring users who exceed $600 in valued gift cards, will be issued a 1099 and may be subject to tax reporting. Referrers cannot exceed 30 gift rewards in 30 days, and cannot exceed 100 gift rewards in total.
If you want to make money fast and quick then you should look into this promotion. Personal Capital is having a referral bonus where you can earn referral bonus of a $20 Amazon gift card when you sign up and link a qualified investment account.
Once you are a member, you can use your own referral link to invite friends and families to join, that means you can earn a big amount of money if you can rack a lot of referrals.
Feel free to share your thoughts and comments about this referral bonus and let us know your experience using Personal Capital. Check out more of our best brokerage bonuses if you want more on HMB! Bookmark this page and check back often for Personal Capital promotions, bonuses, and offers.