ClientLink 17+

Wedbush Securities, Inc.

Designed for iPhone

    • 4.4 • 17 Ratings
    • Free

iPhone Screenshots

Description

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

What’s New

Version 1.5.79

Bug fixes

Ratings and Reviews

4.4 out of 5
17 Ratings

17 Ratings

SHR3W ,

It’s finally here!

Woohoo! Been waiting for this app for years. So glad it’s finally here. Overall, it’s a smooth app with an excellent user interface. Easy to contact your advisor directly through the app which is great. The only things it’s missing is some more visual representations (charts) of how my portfolios have performed over time. The ability to get live quotes and check prices of tickers would be nice too but that might be asking to much, haha. Plus you can just do that in a separate app. Great work, wedbush!

Update: They fixed the issues with Face ID. Thank you for listening to your users. That’s real customer service!

Molly's Burger ,

Wedbush Nails It

Pleasantly surprised at this quick, clean app. Better than the big fee banks ad-driven apps. Wedbush et al, are the future.

App Privacy

The developer, Wedbush Securities, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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