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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we may share data between our affiliates for the safety and security of our users and may take necessary actions if we believe you have violated these Terms, including banning you from our Services and/or our affiliates' services...
"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 288 platforms. See the full comparison.
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