Services / Investing / Personal Capital

Personal Capital

Investing · personalcapital.com

Four second factors on offer: approval in an app, text message, phone call and email code. The strongest is approval in an app.

Recommended setup

Personal Capital App

Approve sign-ins in the service's own app. Only ever approve a request you just started.

PushApproval in an appPersonal Capital App
SMSText messageSupported
CallPhone callSupported
EmailEmail codeSupported

Not offered: security key, authenticator app, hardware token.

Switch it on

General steps; menu names vary. Personal Capital's own guide has the exact screens.

  1. Sign in to Personal Capital and open your account's security settings. Look for two-step verification or two-factor authentication. Personal Capital's own guide shows the exact screens.
  2. Install Personal Capital App on your phone and sign in. Turn on sign-in approvals when it asks.
  3. Save the backup codes. Keep them in your password manager or print them; they're your way back in if you lose your phone or key.