ClientLink 17+
Wedbush Securities, Inc.
Designed for iPhone
-
- 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
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!
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.
Meh
Gives you the info you need on your account but Face ID doesn’t work and you can’t copy and paste your password from a password manager. So if you have a complicated password you have to type it in which is inconvenient.
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
Information
- Seller
- Wedbush Securities, Inc.
- Size
- 23.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- Copyright © 2022 by Wedbush Securities. All Rights Reserved. Terms of Use | Privacy statement | My Disclosures | Service Fees | Contact Us | Member FINRA / SIPC
- Price
- Free