Deal has ended, view more personal capital deals by clicking here.
Update 9/2/22: This offer is now publicly available at this link 10/31/22. This time they’ve added a stipulation that you need to link $250,000 in investments to be eligible. (ht MMB)
Update 4/24/22: Available again until June 30, 2022. Offer sent out via e-mail with subject line ‘ Let’s talk about your portfolio and how you can get $100’. Hat tip to reader Information Booth.
Contents
The Offer
Direct link to offer terms (log in to see if you are targeted on either the app or website)
- Personal Capital is offering some users $100 if you agree to take a call from an Advisor and a follow up call to receive a proposal
Our Verdict
Personal Capital is kind of like Mint for investment accounts. Lots of readers likely have Personal Capital accounts due to previous $50/$100 opening bonuses. I suspect they are targeting existing users with big balances in linked accounts for their managed product. I doubt their managed product makes much sense, so if you do go through this offer make sure to compare their proposal to other alternatives.
Hat tip to reader @cbsteven
