$50 for joining. Plus special 6 months of free advisory service when becoming client


@acw + Personal Capital

This referral offers more user incentives. When you join we'll give you each $50.* In addition, if you choose to become a client, you’ll also each receive six months of free management**. *Eligible Referred Friends may also receive User Incentives. To qualify for User Incentives, a Referred Friend must sign up for the Dashboard through the individualized referral link provided in the Referring User’s Dashboard. The Referred Friend must link at least one valid investment account (e.g. brokerage, 401k, IRA) containing a balance of more than $1,000 USD within 30 days of registering for the Dashboard. Referred Friends must agree to Personal Capital’s Terms of Use and the terms and conditions of the Referral Program as described in this section. Accounts that do not qualify as valid investment accounts include bank, credit or debit card, Paypal, Stash, Acorns, Kapitall, Groundfloor, WageWorks HSA, Coinbase, digital currency exchanges, and manual investment accounts. **In addition, Personal Capital Advisors Corporation (PCAC) is offering six months (as of 2023, typically three months before) free advisory service to clients who refer new investment clients to PCAC. Once the new client is verified and signs up for our advisory service and begins trading with $250,000 or more, they also receive six months of free advisory service. Account holders must maintain the minimum qualifying account balance (minus any losses related to trading or market volatility, or margin debit balances) with Personal Capital during the term of the three month free period. If a client refers a friend who becomes a client with an account balance of between $100,000 to $249,999, both the Client (“Referring Client” or “Referring Clients”) and the Referred Friend may receive additional promotional referral incentives from Personal Capital Advisors Corporation in the form of 2 months of free advisory services for both the Referring Client and the Referred Friend who becomes a trading client of PCAC. The Referral Program is only available to friends who are first-time users of the Dashboard and link a unique investment account. Investment accounts that have already been linked to any Personal Capital user account are ineligible. Personal Capital user accounts that have previously been closed or deleted are also ineligible. Personal Capital reserves the right to modify these terms and conditions or terminate this program at any time. This offer is not transferable, not valid with internal transfers and may not be combined with other offers.




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