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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
A

Data as of Q3 2021

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

Overall
FDIC Certificate #8273
Year Established1902
Employees2790
Primary RegulatorOCC
Profit Margin
Return on Assets - YTD0.99%
Return on Equity - YTD12.05%
Annual Interest Income$639.1MM
Assets and Liabilities
AssetsQ3 2021vs Q3 2020$37.33B$30.13B
LoansQ3 2021vs Q3 2020$16.28B$15.75B
DepositsQ3 2021vs Q3 2020$31.50B$24.94B
Equity CapitalQ3 2021vs Q3 2020$2.95B$2.74B
Loan Loss AllowanceQ3 2021vs Q3 2020$194.2MM$211.7MM
Unbacked Noncurrent LoansQ3 2021vs Q3 2020$98.3MM$94.5MM
Real Estate OwnedQ3 2021vs Q3 2020$1.1MM$5.7MM
Rates
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Personal Capital Savings Account Rates

APYMINMAXACCOUNT NAMEVIEW DETAILS
0.10%--Personal Capital Cash - Advisory Client Rate
0.05%--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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