Provision record
Wealthfront · Wealthfront Privacy Policy · View original document ↗

No Sale or Trade of Personal Information

Low severity Common · 288 of 352 platforms
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This analysis describes what Wealthfront's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

This provision establishes a contractual limitation on data monetization and secondary use practices. By restricting the sale or rental of personal information, the clause defines the operational scope of how collected financial data may be used or disclosed by the entity.

Recent Activity

This document changed recently

Medium Jun 2, 2026

The updated policy establishes that Wealthfront may collect personal information about minors when adult account holders designate them as beneficiaries or when custodians provide information during account opening. The policy clarifies that the company does not have actual knowledge of collecting information directly from minors themselves. Additionally, the revised terms disclose that the company may use client personal information to train, develop, and improve AI-powered features, which may be tested with employees or released to clients. The policy states that AI feature outputs are provided for informational purposes only and do not constitute investment advice, and that Wealthfront makes no representation that such outputs are accurate, complete, or suitable for any purpose. If you become aware your child has directly provided information to Wealthfront without your consent, you may contact support@wealthfront.com to request deletion.

View change record →

Clause Stability Mostly Stable

1
Change
5
Months Monitored
Apr 3, 2026
First Seen
May 7, 2026
Last Seen
This clause type exists across 4430 other provisions on other platforms.
This clause has changed once in 5 months of monitoring.

Change history

removed Jun 2, 2026

This provision was replaced with a more emphatic version titled 'No Selling or Trading of Personal Information' with strengthened language ('Ever'), suggesting the prior version lacked sufficient emphasis.

View full change record →

Consumer impact (what this means for users)

Under this provision, users' personal information—including sensitive financial identifiers, account credentials, and investment data—is subject to a stated restriction against sale or rental to third parties. The terms apply this restriction as written upon continued use of the service.

How other platforms handle this

Ancestry Medium

Under Section 1798.83, Ancestry currently does not share any Personal Information with third parties for their own direct marketing purposes.

Squarespace Medium

Your personal information may be transferred to countries other than where you live, such as, for example, to our servers in the US.

Adobe Medium

we also transfer personal information to all other countries in which Adobe or its affiliates, providers, and partners operate. We carry out these transfers in compliance with applicable laws – for example, by putting data transfer agreements in place...

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
We will never rent, sell, or trade your Personal Information to anyone. Ever. Financial Privacy-Covered Data: As part of our financial products and services, we collect certain Personal Information including, but not limited to, your Social Security number, income, birth date, citizenship, marital status, self-portrait photographs (which may constitute biometric information under applicable law), government-issued identification documents, investable assets, financial planning information about your household, investment objectives, investment experience, investment risk tolerance, approximate net worth, tax information, employment information, stock restrictions, account information from your linked outside financial institutions, financial account and routing numbers, financial account log-in credentials, and security questions associated with your linked accounts.

Excerpt from Wealthfront's Privacy Policy

Applicable regulations

CCPA/CPRA
California, USA
Connecticut Data Privacy Act Amendments
US-CT
CAN-SPAM
United States Federal
FCRA
United States Federal
FTC Act Section 5
United States Federal
GLBA
United States Federal
Indiana Consumer Data Protection Act
US-IN
Kentucky Consumer Data Protection Act
US-KY
Universal Opt-Out Mechanism Expansion 2026
US
VPPA
United States Federal

Provision details

Document information
Document
Wealthfront Privacy Policy
Entity
Wealthfront
Document last updated
May 5, 2026
Tracking information
First tracked
May 7, 2026
Last verified
May 10, 2026
Record ID
CA-P-001752
Document ID
CA-D-00367
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
a7e92975f9b366d4378057fc4997a1a095db6bf1f930f056258c02e72e54e742
Analysis generated
May 7, 2026 18:18 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Wealthfront
Document: Wealthfront Privacy Policy
Record ID: CA-P-001752
Captured: 2026-05-07 18:18:48 UTC
SHA-256: a7e92975f9b366d4…
URL: https://conductatlas.com/platform/wealthfront/wealthfront-privacy-policy/provision/CA-P-001752/no-sale-or-trade-of-personal-information/
Accessed: Sept. 8, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Low
Categories

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Frequently Asked Questions

What does Wealthfront's No Sale or Trade of Personal Information clause do?

This provision establishes a contractual limitation on data monetization and secondary use practices. By restricting the sale or rental of personal information, the clause defines the operational scope of how collected financial data may be used or disclosed by the entity.

How does this clause affect you?

Under this provision, users' personal information—including sensitive financial identifiers, account credentials, and investment data—is subject to a stated restriction against sale or rental to third parties. The terms apply this restriction as written upon continued use of the service.

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 288 platforms. See the full comparison.

Is ConductAtlas affiliated with Wealthfront?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Wealthfront.