Updated
How can the secondary trustee(s) access our trust account?
Unfortunately, trust accounts can currently only be accessed through the primary trustee’s login (the person who opened the account). We hope to offer secondary trustee(s) access this year and will reach out to clients when available.
The secondary trustee(s) can view the account balance by logging in to their own Wealthfront profile and linking the trust 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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