For Manual accounts, you will need to update the balance manually each time there is a balance change. You can update any manual account that was added to your accounts list within your application by doing the following:
Web Application:
- Login to Empower Personal Dashboard at https://www.personalcapital.com
- In the 'My Account" panel, select the account you need to edit.
- Select the Pencil icon to edit the account
- Form should appear to allow you to update the Firm Name, Account Name, and Balance
- Select “Save”
iOS:
- Login to the application.
- In the Account panel, select the account you need to edit.
- Form should appear to allow you to update the Description, Account Number, and Balance
- Select “Done”
Android:
- Login to the application.
- In the Account panel, select the account you need to edit.
- Form should appear to allow you to update the Description, Account Number, and Balance
- Select “Done”