# ClientLink > Mobile investment management and advisor communication platform. (iPhone/iPad app by Wedbush Securities, Inc..) - Source: https://appshunter.io/ios/app/clientlink/id1622447637 (this page in markdown: same URL + `.md`) - Developer: [Wedbush Securities, Inc.](https://appshunter.io/developer/1476878154) - Category: Finance - Price: Free - Rating: 4.42/5 from 19 App Store ratings · 7 written reviews indexed - Age rating: 17+ - Requires: iOS 13.0 · 22 MB - Languages: English - Released: 2022-10-03 - Data updated: 2026-08-08 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/clientlink/id1622447637/reviews.md ## What is ClientLink? 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 ## Key features - 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 ## Recent user reviews (7 of 7) All indexed reviews: https://appshunter.io/ios/app/clientlink/id1622447637/reviews.md ### 1/5 — Unable to access *2025-10-24* Able to login but then nothing happpens - unable to access anything. Just shows the ClientLink symbol ### 1/5 — Website *2025-10-13* Providing only sporadic access. What’s up? ### 4/5 — Wedbush App Updates *2024-09-03* 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! ### 3/5 — Meh *2024-04-18* 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. ### 5/5 — Wedbush Nails It *2024-01-11* Pleasantly surprised at this quick, clean app. Better than the big fee banks ad-driven apps. Wedbush et al, are the future. ### 5/5 — It’s finally here! *2023-04-17* 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! ### 4/5 — It’s finally here! *2023-03-29, version 1.4.16* 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 tickets 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! ## Frequently asked questions about ClientLink ### 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. ## Version history (last 5 releases) ### 1.5.79 — 2024-01-25 Bug fixes ### 1.5.73 — 2023-12-18 Defect fixes. ### 1.5.68 — 2023-11-13 Defect fix ### 1.5.67 — 2023-11-07 Defect fixes. ### 1.5.66 — 2023-10-18 New feature release. ## Apps similar to ClientLink | App | Rating | Price | Category | | --- | --- | --- | --- | | [On-Site Electronic Deposit](https://appshunter.io/ios/app/on-site-electronic-deposit/id583155609) | 1.3 (69) | Free | Finance | | [MyRepChat for Intune](https://appshunter.io/ios/app/myrepchat-for-intune/id6630801942) | 3.6 (5) | Free | Finance | | [Optionality: Options Trading](https://appshunter.io/ios/app/optionality-options-trading/id1595826015) | 4.5 (73) | Free | Finance | | [Mt McKinley Bank Mobile](https://appshunter.io/ios/app/mt-mckinley-bank-mobile/id1275601670) | 4.8 (315) | Free | Finance | | [Denali State Bank](https://appshunter.io/ios/app/denali-state-bank/id6747262868) | 4.7 (284) | Free | Finance | | [Wedbush Next: Savings Evolved](https://appshunter.io/ios/app/wedbush-next-savings-evolved/id6744538711) | 5.0 (2) | Free | Finance | ## More apps by Wedbush Securities, Inc. - [Kluis NOW](https://appshunter.io/ios/app/kluis-now/id1100216278) All apps by Wedbush Securities, Inc.: https://appshunter.io/developer/1476878154 ## Related topics [envestnet client view](https://appshunter.io/ios/topics/envestnet-client-view) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-08.*