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ClientLink app for iPhone and iPad


4.0 ( 1200 ratings )
Finance
Developer: Wedbush Securities, Inc.
Free
Current version: 1.5.63, last update: 8 months ago
First release : 03 Oct 2022
App size: 22.02 Mb

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

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