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 plan to offer secondary trustee(s) access under a separate login in the future.
If a secondary trustee has an existing Wealthfront profile, they can obtain view-only access to the account balance by linking the account to their dashboard. This view-only access will not allow them to deposit or withdraw money, view transactions, or otherwise transact in the account through their separate login. Please note, linking the account to their dashboard will also provide visibility into any other accounts under the primary trustee's login.
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