ClientLink

ClientLink

by Wedbush Securities, Inc.

19 ratings
7 reviews
Free

Details

  • Released
  • Updated
  • October 3, 2022
  • January 25, 2024

Features

ClientLink screenshot #1 for iPhone
ClientLink screenshot #2 for iPhone
ClientLink screenshot #3 for iPhone
ClientLink screenshot #4 for iPhone
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About

Manage your investment accounts and access real-time market data on the go. Connect with your financial advisor, trade stocks, ETFs, and mutual funds, and research investment opportunities directly within the app.

View account summaries and balances
Real-time market data
Trade stocks, ETFs, and mutual funds
Connect with financial advisor
Access Wedbush Research
Portfolio performance tracking
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What's New in ClientLink

1.5.79

January 25, 2024

Bug fixes

User reviews

Unable to access

Able to login but then nothing happpens - unable to access anything. Just shows the ClientLink symbol

Website

Providing only sporadic access. What’s up?

Wedbush App Updates

The app is good overall, and I’m glad Wedbush finally created one! However, as others have mentioned, it would be great to have charting features to track performance over time. Also, I noticed a small issue with the UI—my middle name is showing up as my first name, and there doesn’t seem to be a way to change it. Looking forward to future updates!
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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.

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.

Developer apps

FAQ

What is ClientLink?

ClientLink is a free mobile application designed for managing investment accounts and connecting with financial advisors. It provides access to account summaries, real-time market data, and trading capabilities.

Is ClientLink secure?

While specific security measures are not detailed, financial applications like ClientLink typically employ industry-standard security protocols to protect user data and transactions. Users should always ensure they are using a secure network.

What types of investments can I trade on ClientLink?

ClientLink allows users to trade stocks, ETFs, mutual funds, and options directly through the app. This provides a comprehensive platform for managing various investment vehicles.

How can I connect with my advisor through ClientLink?

You can quickly connect with your advisor via email, phone, or by scheduling a meeting directly within the ClientLink app. This feature streamlines communication between clients and their financial professionals.

Does ClientLink offer market research?

Yes, ClientLink provides quick access to Wedbush Research directly within the app experience. This allows users to stay informed about market insights and make more informed investment decisions.

What devices does ClientLink support?

ClientLink is currently supported on iPhone and iPod devices. The app is designed for iOS users who wish to manage their finances on the go.

How often is ClientLink updated?

The latest version of ClientLink was last updated on January 25, 2024. The developer regularly releases updates that include bug fixes and enhancements based on user feedback.

What is the age rating for ClientLink?

ClientLink has an age rating of 17+. This indicates that the content within the app is considered appropriate for users aged 17 and older.