If you share a joint account view with a co-owner, Wealthfront will share your personal financial information — including account balances and account numbers — with that co-owner for as long as the accounts are linked.
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
The clause establishes the operational scope of data sharing within Wealthfront's shared view feature, defining which data categories the service is authorized to disclose to designated co-owners and the duration such disclosure remains active.
Consumers who enable the shared view feature grant Wealthfront ongoing permission to share their financial data with a co-owner, which cannot easily be undone without unlinking accounts.
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"By linking and sharing an account to a shared view, you authorize Wealthfront to share with your co-owner, for the duration such account is rightfully linked, certain personal information collected from you, including your name, the name of the linked financial institution, the name of your linked account, the last 4 digits of your linked account number, and the linked account's balance.Excerpt from Wealthfront's Terms of Service
The shared view feature creates a data sharing authorization that persists for the duration of the link, raising considerations under Gramm-Leach-Bliley Act privacy requirements and state financial privacy regulations governing disclosure of non-public personal information …
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The clause establishes the operational scope of data sharing within Wealthfront's shared view feature, defining which data categories the service is authorized to disclose to designated co-owners and the duration such disclosure remains active.
Consumers who enable the shared view feature grant Wealthfront ongoing permission to share their financial data with a co-owner, which cannot easily be undone without unlinking accounts.
ConductAtlas has identified this type of provision across 288 platforms. See the full comparison.
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