Wealthfront · Wealthfront Terms of Service · View original document ↗

Shared View Authorization to Share Co-Owner Financial Data

High severity High confidence Explicitdocumentlanguage Common · 290 of 352 platforms
Share 𝕏 Share in Share 🔒 PDF
Monitor governance changes for Wealthfront Create a free account to receive the weekly governance digest and monitor one platform for governance changes.
Create free account No credit card required.

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

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

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.

Clause Stability Stable

0
Changes
3
Months Monitored
Jul 10, 2026
First Seen
Jul 10, 2026
Last Seen
This clause type exists across 4463 other provisions on other platforms.

Consumer impact (what this means for users)

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

Lime Medium

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

Google Gemini Medium

Gemini Apps may share your precise location data with another Google service, like Google Maps, to fulfill your request.

Squarespace Medium

Each payment processor uses and processes your complete payment information in accordance with its applicable privacy policy (Stripe and PayPal).

See all platforms with this clause type →

Monitoring

Wealthfront has changed this document before.

Receive same-day alerts, structured change summaries, and monitoring for up to 25 platforms.

Get Monitor Or create a free account →
▸ View Original Clause Language DOCUMENT RECORD
"
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

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
VPPA
United States Federal

Provision details

Document information
Document
Wealthfront Terms of Service
Entity
Wealthfront
Document last updated
May 5, 2026
Tracking information
First tracked
May 8, 2026
Last verified
May 10, 2026
Record ID
CA-P-041809
Document ID
CA-D-00366
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
2e8ee86377117da0253c76a218186f7e3ea9f3abd8ffddd6df5541fe72228e1f
Analysis generated
May 8, 2026 03:13 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Wealthfront
Document: Wealthfront Terms of Service
Record ID: CA-P-041809
Captured: 2026-05-08 03:13:10 UTC
SHA-256: 2e8ee86377117da0…
URL: https://conductatlas.com/platform/wealthfront/wealthfront-terms-of-service/provision/CA-P-041809/shared-view-authorization-to-share-co-owner-financial-data/
Accessed: July 13, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
High
Categories

Other risks in this policy

Related Analysis

Compliance Governance Intelligence

Need to monitor specific governance provisions?

Compliance includes provision-level monitoring, governance timelines, regulatory mapping, and audit-ready analysis.

Arbitration clauses AI governance Data rights Indemnification Retention policies
Get Compliance

Or start with Monitor →

Built from archived source documents, structured governance mappings, and historical version tracking.

Frequently Asked Questions

What does Wealthfront's Shared View Authorization to Share Co-Owner Financial Data clause do?

The act of linking to a shared view itself constitutes authorization for Wealthfront to disclose personal financial information to another individual.

How does this clause affect you?

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 many platforms have this type of clause?

ConductAtlas has identified this type of provision across 290 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.