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Conga: Personal Capital - Get $20 Amazon GC for Sign Up

Conga: Personal Capital - Get $20 Amazon GC for Sign Up

Old Jun 1, 18, 4:10 am
  #1  
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Join Date: Feb 2013
Posts: 120
Conga: Personal Capital - Get $20 Amazon GC for Sign Up

Personal Capital is a site that lets you see all of your bank accounts and credit cards in one place, and can show you your income/expenses on a monthly basis. They show it all in a nice looking dashboard as shown below:




Right now they are offering a $20 Amazon gift card to anyone who signs up using a referral link and links any investment account within 30 days. This can be 401k, 403b, 457b, Roth IRA, Traditional IRA, Sep IRA, or a taxable brokerage account. Once you link an account, their terms state that you will get the gift card within 6 weeks. In my experience, they have been sending it out within about 2 weeks.

My referral link is here, thanks in advance to anyone who signs up: Personal Capital Referral Link
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kpd905 is offline  
Old Jun 1, 18, 6:11 am
  #2  
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Join Date: Mar 2005
Location: 60137
Posts: 10,334
Used OP's.
Please use mine next:
https://www.personalcapital.com/get-started?utm_source=user_referral&utm_medium=copied Link&utm_campaign=logout_page_referrals&transactio nID=2d046334c4bf45bb8fa99293d44cd1aa

Note: The $20 Amazon credit appeared in my inbox 1 hour after signup.

Last edited by sonofzeus; Jun 1, 18 at 7:14 am Reason: Update
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Old Jun 1, 18, 12:42 pm
  #3  
 
Join Date: Dec 2007
Location: TX
Posts: 208
Used sonofzeus

Here's mine - http://share.personalcapital.com/x/sDCZjE
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dchoe is offline  
Old Jun 1, 18, 9:56 pm
  #4  
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Join Date: Jun 2005
Posts: 31,407
Not participating as I already have an account there.

If you have enough assets to interest them they're going to try to interest you in having them as a money manager. It's a useful site, though.
Loren Pechtel is online now  
Old Jun 2, 18, 4:22 am
  #5  
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Join Date: Feb 2013
Posts: 120
Originally Posted by Loren Pechtel View Post
Not participating as I already have an account there.

If you have enough assets to interest them they're going to try to interest you in having them as a money manager. It's a useful site, though.
Yup, normally the threshold is $100k in investments and they will call you. If you answer and tell them you are not interested, that should be the end of it.
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Old Aug 13, 18, 12:12 pm
  #6  
 
Join Date: Apr 2016
Location: Orlando, FL
Programs: Amex MR, Southwest RR
Posts: 11
Originally Posted by dchoe View Post
Used sonofzeus
Used. Here's mine:
https://www.personalcapital.com/get-...6a35f28e5916ef
Keith Evans is offline  
Old Nov 9, 18, 2:20 am
  #7  
 
Join Date: Mar 2017
Posts: 84
Used Keith Evans

Mine https://share.personalcapital.com/x/R5wyFu
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