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

Referral program collects name and email of referred individuals

Low severity Explicit document language Common · 296 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
4
Months Monitored
Jul 10, 2026
First Seen
Jul 10, 2026
Last Seen
This clause type exists across 4186 other provisions on other platforms.

How other platforms handle this

Instacart Medium

if you place a restaurant order, our restaurant partner will collect and process your credit card or other payment information in order to fulfill the order.

GitHub Medium

Our emails may have web beacons that offer information on your device type, email client, email reception, opens, and link clicks.

ZipRecruiter Medium

You may give us your Identity Data, Contact Data, Financial Data, Profile Data, and other information by filling in forms or by corresponding with us by post, phone, e-mail or otherwise.

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
a Client is asked to provide to Wealthfront the name and e-mail address of each person to whom Client refers Wealthfront's Services. We treat this information like all other Personal Information described in this Privacy Policy.

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

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-044668
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-044668
Captured: 2026-05-07 18:18:48 UTC
SHA-256: a7e92975f9b366d4…
URL: https://conductatlas.com/platform/wealthfront/wealthfront-privacy-policy/provision/CA-P-044668/referral-program-collects-name-and-email-of-referred-individuals/
Accessed: Aug. 4, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Low
Categories

Other risks in this policy

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Frequently Asked Questions

What does Wealthfront's Referral program collects name and email of referred individuals clause do?

The clause states: “a Client is asked to provide to Wealthfront the name and e-mail address of each person to whom Client refers Wealthfront's Services. We treat this information like all other Personal Information described in this Privacy Policy.”

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 296 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.