Same as PP. I track my accounts in Personal Capital, but I do not use their advisors. These are young sales people who read from talking points and do not take into consideration your actual goals. Avoid at all costs, literally.

Bump

Anyone with a positive experience?

I let one of their financial planners do a pitch on me. They completely ignored what I said was my top priority and were condescending. I obviously did not sign up with them for their financial planning though I do continue to use the app. J recommend getting a fee only planner through NAPFA or the XY Planning Network.

I use their service to track investments but have never used their advisors.

I setup a new account with PersonalCapital based on advice here and am considering using their financial planner.

Anyone with direct experience with them? What should I consider before signing on with them?