Find new Personal Capital bonuses, promotions, referrals, and offers for trading stocks, ETFs, bonds, options and mutual funds here.
Current promotion from Personal Capital offer include a $100 bonus.
Personal Capital Bonuses Summary
Personal Capital was created as a management service tool for those with a larger account balance. Through their financial management tools, you are able to create an account and access your portfolios to better your finances.
Access your account on-the-go with mobile and tablet apps for iPhone and Android. Sign up today and see how you can manage your money with this great financial service and get a little something for trying it out.
Personal Capital $100 Visa Gift Card Bonus
- What you’ll get: $100 bonus
- Where it’s available: Nationwide
- Eligible account: Investment Account
- Direct Deposit Required: No
- Monthly Fee: $0
- How to earn it:
- Schedule an appointment with a Personal Capital Advisor and participate in both an initial call and a second call in which you receive a recommendation and proposal for paid investment advisory services by Oct 31, 2022 (a “Recommendation”), then you will receive receive a $100 Visa®* Gift Card (the “Gift Card”).
(Expires 10/31/2022)
Fine Print
- Offer available through Oct 31, 2022.
- If you schedule an appointment with a Personal Capital Advisor and participate in both an initial call and a second call in which you receive a recommendation and proposal for paid investment advisory services by Oct 31, 2022 (a “Recommendation”), then you will receive receive a $100 Visa®* Gift Card (the “Gift Card”).
- The Gift Card will be provided via email no later than Dec 31, 2022 through Thnks.com (“Thnks”), an independent third-party gifting platform.
- By participating in this promotion, you are agreeing to allow Personal Capital to share your email address with Thnks for Gift Card fulfillment purposes and agreeing that information collected from promotion participants may be used by PCAC or affiliates for marketing or solicitation of paid products or services.
- The Gift Card is only available to prospective clients who receive a promotional offer.
- To qualify as a prospective client, you must: (1) have a minimum of $250,000 in investable assets, (2) not have redeemed a Personal Capital promotion in the previous 24 months, and (3) answer a suitability survey posed at the beginning of the initial call with a Personal Capital Advisor at which time the Advisor (at his or her sole discretion) will make a determination as to whether you qualify as a prospective client for paid advisory services offered by Personal Capital Advisors Corporation.
- Using an ad blocker may adversely affect our ability to determine your account eligibility in the program. This offer is not transferable and cannot be redeemed in any other manner. Final determination of eligibility is at Personal Capital’s sole discretion.
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Conclusion
With just a few requirements, both of you can be well on your way to a great account experience. Additionally, your friend will have instant access to all the great amenities Personal Capital has to offer.
However, if you are not currently interested in this great deal, then I recommend you check out our complete list of Brokerage Promotions for all your investing needs!
