ClientLink

By Wedbush Securities, Inc. on AppTrack Ninja.

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 opti…

Categories: Finance

App Store rankings, screenshots, estimates and similar apps for ClientLink.

Loading…