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How to link accounts to your dashboard

It's easy to link all your accounts and get a 360° view of your money. Learn why this is important and how it can help you meet your goals.

Mobile Link Accounts View

1. Create your account

Start by using your email and phone number to sign in. Then you’ll receive an automated phone call, email or text asking you to confirm your identity.

Create account page mobile view

2. Link your account

Connect your accounts (IRA's, retirement plans, mortgages, loans, checking, credit cards and savings) by searching for your financial institution by name, or enter their website. If you have multiple account types, choose just one category such as cash, credit cards, loans or investments.

Mobile Link Accounts View

3. Enter credentials

When you enter your credentials and click "continue," we verify them with your financial institution. Learn more about how we protect your data.

example of enter account credential page in mobile

4. All set

Now you can easily set a budget, track your spending and know your net worth.

Net worth dashboard shown on a mobile device

Images are for illustrative purposes only

Advisory services are provided for a fee by either Personal Capital Advisors Corporation ("PCAC") or Empower Advisory Group, LLC (“EAG”) depending on your specific investment advisory services agreement. Both PCAC and EAG are registered investment advisers with the Securities and Exchange Commission (“SEC”) and subsidiaries of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not PCAC or EAG clients.

“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.
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