Author Topic: Credit Union issues in PersonalCapital.com  (Read 1832 times)

mrigney

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Credit Union issues in PersonalCapital.com
« on: January 31, 2014, 09:53:09 AM »
Has anyone had a problem where personalcapital.com says that their bank/credit union accounts requires additional security information and then makes you enter a verification code? This is well and good, but with my credit union, it looks like I'm going to have to enter a new security code each time I want personalcapital.com to update those accounts. That is a huge pain and would probably tempt me to just ditch the site (even though I really like it). Anybody else dealt with this? Solutions?

schimt

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Re: Credit Union issues in PersonalCapital.com
« Reply #1 on: January 31, 2014, 01:07:09 PM »
I cannot link my credit union to mint or personal capital, and it is frustrating. I can download my transactions and upload them to mint if i wish. Instead i just opened a schwab account and linked those accounts for money transfer, and i transfer all cash to my online bank and spend from that card or my credit card.

Definately frustrating because credit unions offer some nice options.