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 act of linking to a shared view itself constitutes authorization for Wealthfront to disclose personal financial information to another individual.
Interpretive note: The excerpt is truncated with ellipses; additional categories of shared personal information may appear in the unquoted remainder.
If you link an account to a shared view, you are authorizing Wealthfront to share your name and the name of your linked financial institution with your co-owner.
How other platforms handle this
if you are accessing and using Lime Services under a corporate account...you acknowledge and agree that Lime may share certain of your usage information with whomever provided you with access to the Lime Services
Gemini Apps may share your precise location data with another Google service, like Google Maps, to fulfill your request.
Each payment processor uses and processes your complete payment information in accordance with its applicable privacy policy (Stripe and PayPal).
Monitoring
Wealthfront has changed this document before.
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"by linking and sharing an account to a shared view, you authorize Wealthfront to share with your co-owner... certain personal information collected from you, including your name, the name of the linked financial institution...— Excerpt from Wealthfront's Wealthfront Terms of Service
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The act of linking to a shared view itself constitutes authorization for Wealthfront to disclose personal financial information to another individual.
If you link an account to a shared view, you are authorizing Wealthfront to share your name and the name of your linked financial institution with your co-owner.
ConductAtlas has identified this type of provision across 290 platforms. See the full comparison.
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