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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.

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