What is the benefit of linking outside accounts to my Wealthfront dashboard?

By linking your banks, brokerages, homes, and mortgages, you will get access to a centralized view of your entire financial life and advice on how to reach your financial goals.

Path can do the following:

  • Estimate your net worth at retirement by projecting out the value of your investments in each account.
  • Calculate your current monthly savings and projects what you’ll be able to spend per month at retirement.
  • Provide advice on how to allocate additional monthly savings amongst different account types.
  • Allows you to adjust inputs such as retirement age, current savings, and retirement spending and see the impact on your financial situation.

Note that we can link to over 13,000 institutions, and you can request that we add a new institution by following the instructions here.



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