Wealthfront · Wealthfront Terms of Service · View original document ↗

Shared View Personal Data Sharing Authorization

Medium severity Unique · 0 of 343 platforms
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Recent governance activity Wealthfront recorded 2 documented changes in the last 30 days.
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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)

This clause establishes the operational scope of data sharing for joint account access features. It specifies which personal and financial data elements Wealthfront is authorized to disclose to co-owners and the duration of such disclosure, creating the technical basis for the shared view functionality.

Clause Stability Stable

0
Changes
3
Months Monitored
May 8, 2026
First Seen
May 8, 2026
Last Seen
This clause type exists across 1153 other provisions on other platforms.

Consumer impact (what this means for users)

Users who activate the shared view feature authorize Wealthfront to transmit identifiable personal and account information to their designated co-owner. The provision conditions this data sharing authorization on the account remaining rightfully linked to the shared view.

How other platforms handle this

MetaMask Medium

We may share your personal information with our affiliates, meaning entities that control, are controlled by, or are under common control with Consensys. We also share information with service providers who assist in operating our services, subject to confidentiality obligations.

Ledger Medium

At Ledger, earning and maintaining our users' trust is a top priority. That's why we are deeply committed not only to protecting your privacy and securing your personal data, but also to being fully transparent about how we handle it.

Target Medium

Loyalty and partner program companies. We share information with our loyalty and partner program companies, like Ulta Beauty and Marriott.

See all platforms with this clause type →

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▸ 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, 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

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-006006
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-006006
Captured: 2026-05-08 03:13:10 UTC
SHA-256: 2e8ee86377117da0…
URL: https://conductatlas.com/platform/wealthfront/wealthfront-terms-of-service/shared-view-personal-data-sharing-authorization/
Accessed: June 30, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Medium
Categories

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Frequently Asked Questions

What does Wealthfront's Shared View Personal Data Sharing Authorization clause do?

This clause establishes the operational scope of data sharing for joint account access features. It specifies which personal and financial data elements Wealthfront is authorized to disclose to co-owners and the duration of such disclosure, creating the technical basis for the shared view functionality.

How does this clause affect you?

Users who activate the shared view feature authorize Wealthfront to transmit identifiable personal and account information to their designated co-owner. The provision conditions this data sharing authorization on the account remaining rightfully linked to the shared view.

Is ConductAtlas affiliated with Wealthfront?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Wealthfront.