![]() ![]() I use the Vanguard site for some of this type of analysis. ![]() If you flat out refuse to sign up for the "wealth management consultation" the calls will eventually stop. Given that PC pesters folks (for a while at least) for a free "customized" consultation to sell you their advisor services, assigns a named advisor even in free mode and sends occasional auto-notifications about specifics of your account, why would anyone be surprised that PC/advisor doesn't have view access to your data? The OP is free to delete their account but I'll pass on their subject line advice. Hate to break the news but the "free" era is paid for with your data. Your money is safe, but your data is with them. ![]() That's why it's free for you - because you're letting them see your finances. They basically use this service as a lead generator. I do not believe that Personal Capital has any ability to actually control those external accounts. They have complete "view," which is the same consolidated view you have. ![]() I think saying that the Personal Capital advisor has complete "control" is a bit of a misnomer. ![]()
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