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Personal Capital

Deposits held and insured by UMB Bank, National Association

Overview / Commentary
www.personalcapital.com
855-855-8005
3 Lagoon Drive Suite 200
Redwood City, CA 94065
Deposits held and insured by UMB Bank, National Association
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Health
B+

Data as of Q1 2022

Data displayed below is for insuring bank: UMB Bank, National Association
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Health Grade Components

Overall
FDIC Certificate #8273
Year Established1902
Employees2756
Primary RegulatorOCC
Profit Margin
Return on Assets - YTD0.99%
Return on Equity - YTD14.71%
Annual Interest Income$221.4MM
Assets and Liabilities
AssetsQ1 2022vs Q1 2021$40.29B$34.41B
LoansQ1 2022vs Q1 2021$17.55B$16.30B
DepositsQ1 2022vs Q1 2021$34.55B$28.48B
Equity CapitalQ1 2022vs Q1 2021$2.58B$2.81B
Loan Loss AllowanceQ1 2022vs Q1 2021$179.3MM$202.8MM
Unbacked Noncurrent LoansQ1 2022vs Q1 2021$113.5MM$77.8MM
Real Estate OwnedQ1 2022vs Q1 2021$0$4.7MM
Rates
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Personal Capital Savings Account Rates

APYMINMAXACCOUNT NAMEVIEW DETAILS
1.50%--Personal Capital Cash - Advisory Client Rate
1.40%--Personal Capital Cash
Locations

Personal Capital is an Internet only bank and does not have branch locations. Its headquarters is located at 3 Lagoon Drive Suite 200 - Redwood City, CA 94065

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