To link your outside bank or brokerage accounts, simply log into Wealthfront and click “Link an Account” (screenshot below) on your dashboard. Why should I link an account?
You can then choose from the most popular institutions (listed with icons) or search for your institution. We currently support linking at over 13,000 institutions.
Once you select your institution, you’ll be prompted to enter your username and password with that bank or brokerage, and we’ll then link to your account. Your security is important to us. We use bank level security to keep your account safe. Linking does not allow Wealthfront to manage or transfer assets in your linked account.
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