Can I add my partner's Wealthfront account to my plan to get a household view of our investments?

Yes! To add your partner’s account, do the following:

  1. Click "Link an account" after logging into Wealthfront
  2. Search for "Wealthfront"
  3. You can then link your partner's account with their login information just like you'd link any other account
  4. Once linked, the account will show up on your dashboard and your partner's, and will be incorporated in your plan's projections

Please note that linking your Wealthfront accounts together will allow both users to view the balances of every Wealthfront account on the profiles, not just those that are owned jointly.

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