How can I remove specific linked accounts from my financial plan?
When you link an institution using your login credentials, we will show the accounts associated with those credentials and incorporate them into your plan. To remove an account, go to your linked accounts page and uncheck “Display and include in my financial plan.”
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Path is a sophisticated personal finance model offered by Wealthfront that allows Clients to plan for the future and explore projections of various possible financial outcomes. The projections in Path are estimates based on Clients’ latest data from linked financial accounts, tolerance for risk, and current investments, as well as assumptions compiled by Wealthfront’s Research team.
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