Update your account information
- What is a trusted contact?
- How do I update my personal financial information you use to allocate my portfolio?
- Do I need my spouse’s consent to designate a primary beneficiary other than my spouse?
- How do I change my address?
- How do I add or change a beneficiary to my Wealthfront accounts?
- How do I change an individual account into a joint or trust account and vice versa?