How do I link an outside account to Wealthfront?

To link your outside bank or brokerage accounts, simply log into Wealthfront and click Add external accounts (screenshot below) at the bottom of your dashboard, then select Link institutions.

You’ll then be guided through a secure flow with our linking provider to get started. As part of this process, you may be asked to review and agree to applicable terms.

You can then choose from the most popular institutions (listed with icons) or search for your institution.

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. Below are some related FAQs:

What are the benefits of linking my outside accounts to Wealthfront?
How does Wealthfront secure my account information?