Wealthfront · Wealthfront Privacy Policy

Data Transfer in Merger or Acquisition

Medium severity
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Why it matters

A corporate transaction could result in your sensitive financial data — including Social Security numbers, bank credentials, and investment history — being transferred to a new entity that may have different privacy practices.

Consumer impact

Wealthfront collects extensive personal and financial data including Social Security numbers, biometric selfies, bank credentials, and investment information, sharing it with multiple third-party service providers for account aggregation, identity verification, and fraud detection. Full clients (those with investment or lending accounts) cannot request deletion of their personal data due to regulatory recordkeeping obligations, significantly limiting their data rights compared to free users. You can request deletion of your data by emailing support@wealthfront.com if you are a User (not a Client) and can opt out of marketing emails by using the unsubscribe link in any communication.

What you can do

⚠️ These actions may provide transparency or partial mitigation but may not fully address the underlying issue. Effectiveness varies by jurisdiction and individual circumstances.
  • Close Your Account
    If a merger or acquisition is announced and you do not wish your data transferred, contact support@wealthfront.com to discuss account closure options before the transaction closes.

Applicable agencies

  • CFPB
    CFPB oversees consumer financial data protections under GLBA and may have jurisdiction over consumer notification requirements in financial institution mergers.
    File a complaint →

Provision details

Document information
Document
Wealthfront Privacy Policy
Entity
Wealthfront
Document last updated
March 24, 2026
Tracking information
First tracked
March 20, 2026
Last verified
March 20, 2026
Record ID
CA-P-001756
Document ID
CA-D-00367
Evidence Provenance
Source URL
Wayback Machine
SHA-256
de1de4b45e40f23ffec14db7756fd7949361019e04533f8af62af13deaa6be81
Verified
✓ Snapshot stored   ✓ Change verified
How to Cite
ConductAtlas Policy Archive
Entity: Wealthfront | Document: Wealthfront Privacy Policy | Record: CA-P-001756
Captured: 2026-03-20 05:09:24 UTC | SHA-256: de1de4b45e40f23f…
URL: https://conductatlas.com/platform/wealthfront/wealthfront-privacy-policy/data-transfer-in-merger-or-acquisition/
Accessed: April 4, 2026
Classification
Severity
Medium
Categories

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