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

Outside account information retained per regulatory recordkeeping requirements

Medium severity Explicit document language Common · 274 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

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 Stable

0
Changes
5
Months Monitored
Jul 10, 2026
First Seen
Jul 10, 2026
Last Seen
This clause type exists across 1629 other provisions on other platforms.

How other platforms handle this

Affirm Medium

Affirm will retain your information in accordance with our Privacy Policy and any applicable state or federal law, rule or regulation.

Google Gemini Medium

We keep some data until you delete your Google Account, such as information about how often you use Gemini Apps.

Oura Medium

your measurement data regarding your sleep, readiness, and activity is stored only so long as your Oura account is active.

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
Wealthfront retains your Outside Account Information collected via this account-linking service in accordance with our regulatory recordkeeping requirements, as permitted by law...

Excerpt from Wealthfront's Privacy Policy

Applicable regulations

CCPA/CPRA
California, USA
FCRA
United States Federal
GLBA
United States Federal
Indiana Consumer Data Protection Act
US-IN

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-044596
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-044596
Captured: 2026-05-07 18:18:48 UTC
SHA-256: a7e92975f9b366d4…
URL: https://conductatlas.com/platform/wealthfront/wealthfront-privacy-policy/provision/CA-P-044596/outside-account-information-retained-per-regulatory-recordkeeping-requirements/
Accessed: Aug. 18, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Medium
Categories

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Frequently Asked Questions

What does Wealthfront's Outside account information retained per regulatory recordkeeping requirements clause do?

The clause states: “Wealthfront retains your Outside Account Information collected via this account-linking service in accordance with our regulatory recordkeeping requirements, as permitted by law...”

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 274 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.