Personal Capital Online Money Management Service $10 Referral Bonus

The Personal Capital online money management software service is offering a $10 referral bonus for both parties with a free Personal Capital account.

Important Update 1/3/2014: Personal Capital has updated their referral program to now only provide a $20 donation to Habitat for Humanity when you refer your friends. Unfortunately, this means that the $10 bonus is no longer available for new or current members.

Personal Capital allows you to manage all of your online financial accounts in one place.

Get a $10 Personal Capital New Account Bonus when you open a free online financial management account and link at least 2 of your banking or investment accounts.

Updated 10/16/2013: New Personal Capital Referral System Available.

Now anyone can participate in the Personal Capital referral program, whether you have a current Personal Capital account or not, whereas it used to be that only current accountholders could refer new people.

Additionally, the $10 referral rewards are now paid in the form of a $10 Tango Card, which can be redeemed for $10 digital gift cards from Amazon, Starbucks, iTunes, and other brands as well as for cash and donations.

Current Personal Capital members will receive a $10 bonus for each new member that you refer, plus new members will receive a $10 bonus when you sign up for a free Personal Capital account through a current customer’s referral link.

How To Get Personal Capital $10 New Account Bonus

1. Just sign up for a free account through this Personal Capital $10 Referral Link to receive a $10 bonus.

2. You must link at least 2 of your financial accounts with your new Personal Capital account in order to qualify for the $10 reward.

You’ll only get $10 when you sign up and link at least 2 of your accounts to Personal Capital including bank accounts, investment accounts, credit card accounts, and other financial accounts.

Qualified Personal Capital Referrals

A Qualified Referral means that all of the following conditions are met:

1. The referred customer must complete the registration process using the referrer’s personal link.

2. The referred customer must not previously have been registered with the service under any email address or alias.

3. The referred customer must be a legal resident of the 50 U.S. states and the District of Columbia who is 18 years or older.

Participate in the Personal Capital Referral Program

To participate, visit and follow the on-screen instructions to sign up and refer as many people as you want using the various referral options.

Companies and employees of the program entities or their subsidiaries, affiliates or promotional agencies, including immediate family and household members, are not eligible.

Earning Personal Capital Referral Rewards

The referrer shall receive 1 reward valued at $10 for each valid and verified qualified referral generated by the referrer.

Once you have successfully referred a new client to Personal Capital, you can expect to receive your $10 reward within 30 days.

A referrer may not earn more than 59 qualified referrals per calendar year or more than $590 in rewards per calendar year.

The $10 reward is paid in the form of a Tango Card, which you will receive via email.

Once you receive your Tango Card code, you can visit to redeem your $10 reward for digital gift cards from Amazon, Starbucks, iTunes, Fandango, The Home Depot, Chili’s, and many other merchants, and it can also be redeemed for cash or used to make donations to charities.

There are absolutely no fees or expiration dates associated with Tango Card rewards.

Take advantage of the Personal Capital referral program to earn $10 bonuses for both parties with the free Personal Capital online money management software.

You may also be interested in these other Referral Bonus Offers to earn more referral fees.

Please feel free to exchange Personal Capital referrals with other customers in the comments section below this article.


  1. Marcus says

    Here is some feedback on my experience with Personal Capital ( and my referral link if you would like to get $10 as described in the article):

    I signed up for Personal Capital on December 31st 2012 and linked one checking account. I also signed up for the Personal Capital Referral Program on the same day.

    I received an email from confirming my reward with a link to the Paypal transaction ID. I was able to log in and transfer the $10 to my checking account the same day.

    I sent the referral link to a friend and within one week he signed up, and I received another email from confirming my $10 referral bonus.

    I was skeptical at first, but now I’m working on getting 58 more referrals!

    Thank you

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