ClientLink app icon - Finance app for iPhone

ClientLink

Access accounts and manage investments

Wedbush Securities, Inc.

4.09524
(21 ratings)
Finance Free iOS 13.0+

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..