Posted by William Charles on June 1, 2018

Published on June 1st, 2018 | by William Charles


Personal Capital: $20 Amazon Giftcard For Linking An Investment Account Referral Bonus

Update 6/1/18: Deal is back.

The Offer

  • Personal Capital is offering a referral bonus of a $20 Amazon gift card for both parties when you use a referral link and link a qualified investment account

Share Your Referrals

Feel free to share your referral links in the comments if you have this offer. Just please follow these directions:

  • Retweet this tweet from your Twitter account
  • Post a comment with your referral link and your Twitter handle (so we can confirm it was retweeted). Please don’t add more information in the comment as it clogs things up.

The comment should look like this:

<referral link here>

Our Verdict

Personal Capital is similar to but focuses on investment accounts more than Mint. They offered a similar deal back in 2014.

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Used this referral link. Also linked an investment account. Thanks!

Let’s see if I get the $20 Amazon Gift Card.

Used your link, thanks! 🙂

I used @mcafeeee link , now to wait for my amazon bonus to post we shall see

thank you all!

I used your link, too!

Thanks! 😀 hope everyone gets the $20!

Used your link! Please use mine:
Get $20:

where do you find your referral link or is it targetted

it popped up for me when I login so maybe targeted

Do you have a referral Will?

Guess I should have saved it; saw it pop up on an earlier login but can’t find a link now.

I’m now seeing a link at the top of my personal capital homepage to get a link (not a one time pop up like before).

Used your link!

Must be targeted…. don’t see anything

I can get a referral request to pop up when I log out, but it won’t say that I will get $20 from Amazon.

Yeah, me too. This one doesn’t seem to be linked to your account at all from what I see, so 99% chance it doesn’t work as a referral link.

Ditto – I’ve been a user of PC for the past few years and don’t see any indication of a referral incentive. I even tried to email my wife’s account but no mention of it

Does Anyone have a referral I can use?

JL you can use any of the links on this page in green.

Mine showed with the $20 incentive.

Used it. Showed $20 incentive. Thanks.

No, thank you!

Also used your link. Fingers crossed the $20 shows up in a couple weeks! Thanks

Signed up through your link

Used your link

Used your referral

Thank you everybody!

Used your link, thanks!

What investment accounts does this work with?

pretty much any investment or bank account should work. See the T&C’s Trevor posted below.

Kim, a little confused here. Does a bank account work. Comment and terms different.

Oops sorry, yes you are correct that bank accounts are excluded (unless they are the brokerage variety I guess). I should have read that more closely.


Terms and Conditions:

Giveaway hosted by Personal Capital. A user must link at least one valid investment account (brokerage, 401k, IRA, etc). Bank, Credit or debit card, PayPal, Stash, Acorns and Coinbase accounts do not count towards the giveaway. An Gift Card valued at $20.00 will be awarded to each new customer who link an account and the customer who refers new customer. All awards will be electronically delivered within six weeks from registration through Amazon to customer’s email provided in the registration process. The offer will apply only to the first time customer when a unique account is linked and will not be applied if the same account is linked multiple times in the same or additional accounts, or for any previous account, which was closed by the customer. Referring customer may be subject to taxes based on the IRS guidelines if referring customer exceeds $600.00 valued Gift Cards . The Personal Capital Gift Card promotion may not be combined with any other offers. Employees of Personal Capital are not eligible for this offer. Personal Capital affiliates still qualify for commissions during this program. Personal Capital at all times reserves the right, at its sole discretion, to end the promotion or restrict participants at any time. No purchase or payment is necessary. Open to legal residents of the 50 US states and DC, 18 years and older. No purchase or payment is necessary. Open to legal residents of the 50 US states and DC, 18 years and older.

Same, I get a referral option just no incentive.

I see referral link on logout but no incentive.

Hopefully I can use this instead of had a limit of 150 accounts per login profile.

Yep, no limit. Been using it primarily instead of mint for the past 7 months. @jumpsparky

Used Ryan’s, but didn’t get my own incentive link for a referral unfortunately.

Ryan, I used your referral to sign up.

Thanks! 🙂 wonder when we’ll get the $20

I used yours as well, Ryan. I already have an account for myself but I didn’t have any referral options – so we signed my wife up with yours! Fingers crossed, thanks, and enjoy!

Used yours as well!

Used your link.

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