If you’re having trouble linking an external account:
- Confirm that you’re linking to the correct institution. Make sure the web address listed in the search box is the same address you use to log in to your institution directly. You can verify this by clicking the URL in the dropdown menu or directly entering the URL into the search box:
- 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 enter that same login information.
- Make sure your browser or password manager is not pre-filling your login credentials. Please make sure to clear them out, and enter your linked account credentials manually.
- 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, you’ll see a red dot on the “Accounts” menu in the top navigation bar. To complete your link, go to your linked accounts page and follow the prompts.
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