This is Wealthfront's privacy policy explaining what personal and financial information they collect about you, how they use it, and who they share it with. Wealthfront promises never to sell or rent your data, but they do share it with service providers, business partners, and affiliates. If you're a full client (not just a free user), they are legally required to keep your data even if you ask them to delete it.
Technical Summary
Wealthfront's Privacy Policy (effective December 19, 2025) governs the collection, use, storage, and disclosure of Personal Information across Wealthfront Corporation and its affiliates, including Wealthfront Advisers LLC, Wealthfront Brokerage LLC, Wealthfront Home Lending LLC, and Wealthfront Software LLC. The policy distinguishes between 'Users' (free financial planning software users) and 'Clients' (those entering Client Agreements), with differing data collection obligations for each. It addresses compliance with the Gramm-Leach-Bliley Act (GLBA), California Consumer Privacy Act (CCPA), COPPA (children's data), and state biometric data laws, while detailing third-party data sharing with service providers including Plaid and Envestnet/Yodlee for account aggregation. Notable provisions include an explicit pledge never to rent, sell, or trade Personal Information; mandatory retention of Client data due to regulatory recordkeeping obligations that effectively bars Client deletion requests; and cross-device tracking disclosures.
If you are a full Wealthfront client with an investment, brokerage, or lending account, Wealthfront cannot delete your personal information because financial regulations require them to keep it.
When you link external bank or investment accounts, Wealthfront uses Plaid or Yodlee to access those accounts using your login credentials, and those third parties store and process your credentials and account data under their own privacy policies.
If you apply for a home loan through Wealthfront, your personal information including Social Security number, credit history, financial statements, and employment history will be shared with additional third parties to process your mortgage application.
Wealthfront collects selfie photographs and government ID images for identity verification, which may be considered biometric data under some state laws, and requires vendors to delete this data within 90 days.
If Wealthfront is sold, merges with another company, or goes through bankruptcy, your personal information may be transferred to the new owner as part of that transaction.
Wealthfront may track your browsing activity across different devices and websites, matching your mobile and desktop behavior to build a more complete profile of you.
California residents who are free Users (not full Clients) can request information about what personal data Wealthfront has collected and ask for it to be deleted up to twice per year at no charge.
You can unsubscribe from Wealthfront's marketing emails at any time, but you cannot opt out of administrative messages like billing notices, regulatory updates, or policy change notifications.
Wealthfront's services are not available to anyone under 18, and the company does not knowingly collect personal information from minors. Parents can contact Wealthfront to request deletion of any child's data.
Added March 20, 2026
Cross-platform context
See how other platforms handle Client Data Deletion Restriction and similar clauses.