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Why is my outside account not linking to Wealthfront?

If you’re having trouble linking an external account:

  1. Confirm that you’re linking to the correct institution. Certain institutions will have a few different variations of their login portal, corresponding to different products they offer. In these cases, you’ll want to be careful to select the login portal that corresponds to your account.
  2. Make sure you’re using the correct user name and password. You can verify this by logging in to your institution directly on their website. Once you’ve confirmed you can log in to your institution, return to Wealthfront and manually enter that same login information.
  3. Make sure your browser or password manager is not pre-filling your login credentials. If you use a password manager or auto-fill, it’s likely that your Wealthfront credentials will be entered. To avoid this, please be sure to manually enter the credentials for your external account. 
  4. Check to see if you have a follow-up linking action. Some institutions require more than just a username and password when logging in (e.g., security questions, a PIN, etc.). If any of your links require additional steps from you, we’ll show you a prompt indicating Action required to finish linking. To complete your link, select the prompt and then the specific linking attempt that needs action.
  5. Confirm that a pop-up or ad blocker is not preventing a necessary redirect. Some institutions will redirect you to their website to complete the linking process, which the use of certain ad and pop-up blockers can impact. If you notice a spinning wheel when linking, please disable your adblocker on Wealthfront before attempting to link again. 
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The Cash Account is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member of FINRA/SIPC. Neither Wealthfront Brokerage nor any of its affiliates are a bank, and the Cash Account itself is not a deposit account. Investment management and advisory services are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. Financial planning tools are provided by Wealthfront Software LLC (“Wealthfront Software”).

The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. Nothing in this communication should be construed as a solicitation or offer, or recommendation, to buy or sell any security.

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