Get a $20 Bonus When You Sign Up for this Free Wealth Management Tool! (Returns for 2019)

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Personal Capital Sign-Up Bonus 2019

Personal Capital Sign-Up Bonus 2019

Finance tool Personal Capital is once again offering a $20 Amazon gift card for signing up and linking an investment account. Let’s take a look.

The Offer

New customers who sign up for Personal Capital through this referral link and link a qualified investment account (taxable brokerage, 401k, IRA, 529, etc.) will receive a $20 Amazon gift card.

Personal Capital Sign-Up Link

What is Personal Capital

Personal Capital is a free service, similar to Mint, that acts as your financial dashboard. It provides a one stop shop to track all of your spending and income by adding bank accounts and credit cards. Their website provides tools to help you manage your investments portfolio, asset allocation and retirement planning as well. All of these services are provided free of charge. If you have large balances, then Personal Capital provides you financial advisers for a fee.

Find out more in my full Personal Capital review.

Refer Others?

Once you sign-up you may be targeted to refer others. Not all people who sign-up receive a referral link that offers a bonus. This link clearly shows the bonus when signing up. Make sure any link you offer to friends shows the same!

Personal Capital Sign-Up Link

Conclusion

Both my wife and I signed up during previous deals and we received our Amazon gift cards within 24 hours of linking our investment accounts. While Personal Capital does want to convert you to a paying client, they have all but left me alone after I politely declined one of their inquiries.

For me it was worth quickly linking an investment account. Enjoy that Amazon funny money!


Miles to Memories has partnered with CardRatings for our coverage of credit card products. Miles to Memories and CardRatings may receive a commission from card issuers.


The responses below are not provided or commissioned by any advertiser or bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by any advertiser. It is not any advertiser's responsibility to ensure all posts and/or questions are answered.

2 COMMENTS

  1. Shawn… thanks so much for another quick 20 (signed up and linked 401 last night, credit received just now)! Enjoy that referral back 🙂

    I quick question (not sure if you respond to these)… how long did it take for your family to be ‘targeted to refer others? Trying to gauge if that may or may not happen for me.

    Thanks!!

  2. Got it. Basically got a free $30 Famous Footwear gift card with the $20 from this and the Discover $10 of $30 promo.

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