ClientLink
Access accounts and manage investments
Wedbush Securities, Inc.
iPhone Screenshots
Description
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
The ClientLink mobile app lets you access and manage your accounts and investments wherever you are.
View your Accounts:
View Household Summary, Today’s Gain/Loss, and Balances
Quickly view accounts grouped by Non-Retirement and Retirement
View Cash and Stocks & Related in the Holdings page
Quickly see Top Performing stocks across your portfolio
Connect With Your Advisor
Quickly connect with your Advisor via email, phone, or by scheduling a meeting all within the ClientLink app
Market data
View Real-time Market Data for Stocks in your Portfolio
Invest
Trade Stocks, ETFs, mutual funds and options
Research
Quickly view Wedbush Research directly in the app experience
What’s New
Thank you for using the ClientLink mobile app. The latest version includes
Bug fixes and enhancements
Your feedback helps us improve your experience through ongoing updates. Let us know what you think by writing a review
App information from Apple App Store. ClientLink and related trademarks belong to Wedbush Securities, Inc..