If you share a joint account view with a co-owner, Wealthfront will share your personal financial information — including account balances and account numbers — with that co-owner for as long as the accounts are linked.
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 clause establishes the operational scope of data sharing within Wealthfront's shared view feature, defining which data categories the service is authorized to disclose to designated co-owners and the duration such disclosure remains active.
Consumers who enable the shared view feature grant Wealthfront ongoing permission to share their financial data with a co-owner, which cannot easily be undone without unlinking accounts.
How other platforms handle this
We may share personal information with third-party service providers and partners who support our business operations, including identity verification providers, payment processors, analytics providers, marketing partners, and blockchain analytics companies.
We may share information about you and your transactions with Card Networks and our financial services partners. By accepting this agreement, you authorize Stripe to share your information with these entities for purposes including facilitating your use of the Services, complying with applicable law...
Uber may share data about users, including personal information, with law enforcement officials, government authorities, and private parties as required by law, and in response to legal process, court orders, or government requests, including national security or law enforcement requirements.
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"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 Wealthfront Terms of Service
The shared view feature creates a data sharing authorization that persists for the duration of the link, raising considerations under Gramm-Leach-Bliley Act privacy requirements and state financial privacy regulations governing disclosure of non-public personal information to third parties.
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The clause establishes the operational scope of data sharing within Wealthfront's shared view feature, defining which data categories the service is authorized to disclose to designated co-owners and the duration such disclosure remains active.
Consumers who enable the shared view feature grant Wealthfront ongoing permission to share their financial data with a co-owner, which cannot easily be undone without unlinking accounts.
No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Wealthfront.