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