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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 Q2 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
Employees2778
Primary RegulatorOCC
Profit Margin
Return on Assets - YTD0.98%
Return on Equity - YTD14.78%
Annual Interest Income$469.7MM
Assets and Liabilities
AssetsQ2 2022vs Q2 2021$37.25B$36.38B
LoansQ2 2022vs Q2 2021$18.81B$16.72B
DepositsQ2 2022vs Q2 2021$31.78B$30.28B
Equity CapitalQ2 2022vs Q2 2021$2.42B$2.94B
Loan Loss AllowanceQ2 2022vs Q2 2021$164.3MM$200.6MM
Unbacked Noncurrent LoansQ2 2022vs Q2 2021$21.1MM$58.9MM
Real Estate OwnedQ2 2022vs Q2 2021$12.3MM$1.9MM
Rates
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Personal Capital Savings Account Rates

APYMINMAXACCOUNT NAMEVIEW DETAILS
3.90%--Personal Capital Cash - Advisory Client Rate
3.85%--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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