“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...”
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.
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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 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 281 platforms. See the full comparison.
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