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. See below:
- 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.
- 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.
- Is multi-factor authentication (also known as two-factor authentication) turned on for your institution account? If so, you may not be able to link the account unless you disable two-factor authentication on your institution’s website.
If you’ve tried all of the above and still can’t link your account, you can contact our Client Services team. Please leave the account on your list of linked accounts – this helps our team troubleshoot the issue further.
When you contact us, please include the following in your email:
- What is the URL you use to login to your bank or brokerage?
- What types of account(s) do you have at your bank or brokerage (e.g. 401K, IRA, etc)?
- If the issue is that incorrect values are showing for your account(s), please specify the account values you expect to show.
- What type of multi-factor authentication (security pin, etc.) is used to connect to your bank or brokerage?
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