To get set up, all you have to do is select the account provider (ie: Wells Fargo) and sign in through Mint’s site or mobile app. The service itself is super helpful for budgeting, making goals and compiling all your financial accounts into one convenient place. Mint FeaturesĮvery time you log into your account, you’ll see your up-to-date financial information in an easy-on-the-eyes, easy-to-use interface, complete with graphs and charts. The free budgeting tool automatically syncs to bank, credit card and investment accounts, easily pulling data and making budgeting that much more effortless.Ĭompare Mint with top personal finance/budgeting app Simplifi By Quicken (there’s a 30 day free trial). A bit of work but again, some may not want to give all that info to PC.With more than 20 million users, Mint must be doing something right.

In order to establish one of those I had to link 2 banks, a credit card, and investment accounts to PC. I’m not sure if having less would disqualify you from the deal or not but it may since PC wouldn’t be able to work with you and so they may not proceed with the second call.ģ) The bonus requires a Personal Capital Cash account. Your current employer’s 401k won’t count toward this. The advisor said it would take about a hour.Ģ) PC requires $100k in investments for them to work with you. A second call was scheduled for next week in order for the advisor to go over my “free” financial analysis. Nothing too crazy but some may not want to give all that info out. He asked about income, savings, investments, allocation, risk tolerance, debt, goals, and age. The first call was ~25 minutes and just an advisor asking questions and gather info. Some notes for those considering the deal:ġ) Deal requires 2 phone calls. I just completed the first call with an advisor.

I got this offer via snail mail earlier this week.

Intuit mint referral bonus