How can my spouse or secondary account holder access our joint account?

Unfortunately, joint accounts can currently only be accessed through the primary account holder’s login (the user who opened the account). We hope to offer secondary account holder access this year and will reach out to clients when available.

The secondary account holder has equal ownership of the account and can view the account balance by logging in to their own Wealthfront profile and linking the joint account to their dashboard. However, this does not enable them to deposit or withdraw money, view transactions, or otherwise transact in the account through their separate login at this time.

Was this article helpful?

This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

© 2020 Wealthfront Corporation. All rights reserved.