Why am I being asked to update my Chase link?

Starting in October 2025, we’re updating the way we connect with Chase by moving to a new data provider, Plaid.
If you have Chase accounts linked to Wealthfront, you’ll begin seeing a prompt asking you to update the connection.

Why do I need to update my Chase link?

Existing Chase connections will stop receiving updates. You’ll need to update to keep seeing balances, transactions, and to avoid interruptions with transfers or automated plans.

How do I update my connection?

1. Go to your Wealthfront Dashboard
2. Select Update beneath your Chase account balance
3. You'll be redirected to Chase’s website to login securely
4. Once logged in, review the Chase accounts you want to use at Wealthfront and confirm
5. After completing login and authorization, you’ll be redirected to Wealthfront 

What if I have multiple Chase logins linked to Wealthfront?

If you use more than one Chase login, you’ll need to reconnect each login separately. When reconnecting your login, make sure to select all of the accounts you wish to see on your Wealthfront dashboard.

What if I don’t update?

We’ll be unable to receive updated data from Chase. Transfers, balances, and features that depend on your Chase connection may stop working.

If I don’t update my connection, will my transfers and plans be impacted?

• If you have recurring deposits or withdrawals involving Chase accounts, these will stay active for now, but your connection will eventually expire. To avoid interruptions, update your link as soon as possible. 
• If you have an Automated Savings Plan involving Chase accounts, your connection will eventually expire. To avoid interruptions, update your link as soon as possible. Once updated, if the plan is not resumed automatically, you can manually restart it by going to Transfer money > selecting Automated Savings is paused, and following the prompts.
• For all other transfers, update your connection as soon as possible to avoid interruptions.

What if some of my Chase accounts don’t appear?

If you forget to select an account for sharing during the linking process, you will  need to remove the existing link before reconnecting with the additional account(s) selected for sharing. 

In the future, we’ll support the ability to add accounts without needing to remove the existing link.

If you are not seeing an account, despite selecting it for sharing, reach out to our team at support@wealthfront.com.

What is Plaid?

Plaid is a data provider that specializes in connecting your financial accounts to apps like Wealthfront easily and securely.

What if I run into an error when updating the link?

As we need to redirect you to Chase’s platform to complete the log in process, using a pop-up blocker, ad blocker, or unsupported browser may prevent you from linking successfully. If you are not automatically redirected to Chase’s platform during the linking process, please ensure you are using a supported browser, and that the redirect is not being blocked.

If you are receiving a specific error message during the linking process, please screenshot the error and reach out to us at support@wealthfront.com.