If you use the joint account shared view feature, Wealthfront will share your personal financial information including account balances and account details with your co-owner.
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
Activating the shared view feature for a joint account automatically authorizes disclosure of your personal financial data to another person, so it is important to understand what information is shared before enabling this feature.
Enabling the shared view feature results in the sharing of your name, linked institution name, account name, partial account number, and account balance with your joint account co-owner for as long as the account remains linked.
How other platforms handle this
Under Section 1798.83, Ancestry currently does not share any Personal Information with third parties for their own direct marketing purposes.
disclosure is required by a third-party to complete a transaction initiated by the user
Your personal information may be transferred to countries other than where you live, such as, for example, to our servers in the US.
"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
REGULATORY LANDSCAPE: The sharing of personal financial information between joint account holders engages GLBA requirements for financial institutions governing the disclosure of nonpublic personal information.
Enforcement risk, jurisdiction flags, contract triggers, and due diligence action items.
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Activating the shared view feature for a joint account automatically authorizes disclosure of your personal financial data to another person, so it is important to understand what information is shared before enabling this feature.
Enabling the shared view feature results in the sharing of your name, linked institution name, account name, partial account number, and account balance with your joint account co-owner for as long as the account remains linked.
ConductAtlas has identified this type of provision across 288 platforms. See the full comparison.
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