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A digital investment platform that provides automated portfolio management, financial planning tools, and banking services to retail investors. The company manages client assets through robo-advisory technology and offers cash management accounts, making their terms of service and privacy policies critical for users who entrust the platform with personal financial data and investment funds. Policy changes can significantly impact how client information is handled, fee structures, and the scope of financial services provided.
High, provisions that significantly limit your legal rights, authorize broad data collection, or create material financial exposure. Medium, provisions worth knowing about but with partial protections or limited scope. Low, standard terms with minimal consumer impact.
A $100 ceiling on all cumulative liability means a user cannot recover more than that amount from Wealthfront regardless of the nature or extent of any harm.
This clause establishes a default non-disclosure rule for personal information shared with non-affiliates, conditioned only on California law exceptions or user authorization.
This clause draws an explicit line between permissible automated document processing and prohibited automated credit decisioning, preserving human involvement in the credit decision.
Immediate effectiveness upon posting means users are bound by updated terms without any waiting period or required affirmative acknowledgment beyond the posting itself.
California residents who are Wealthfront Clients are on notice that their deletion rights are generally unavailable due to regulatory obligations, substantially limiting a key California privacy righ…
This document explains how Wealthfront handles your personal information: it keeps your data as long as you use the service and cannot delete it for Clients due to regulatory requirements. …
Wealthfront's Terms of Service set out the rules for using the platform: you must be at least 18 years old, located in the United States, and use the service only …
Wealthfront updated its privacy policy effective June 2, 2026 to clarify how it collects personal information about minors and to disclose its use of client data to train and develop …
View change record →ConductAtlas tracks 2 Wealthfront documents including terms of service, privacy policy, and other governance documents. Every document is captured daily with cryptographic verification.
Wealthfront has made 2 policy changes in the past 12 months across the documents ConductAtlas tracks.
ConductAtlas has classified 37 provisions across Wealthfront's tracked documents. 7 are rated high severity, 22 medium, and 8 low.
Yes. Monitor subscribers ($4.99/month) can add Wealthfront to their watchlist and receive same-day email alerts whenever any tracked document changes.