ClientLink vs MyRepChat for Intune

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

WARNING: MyRepChat for Intune is for MyRepChat customers with Microsoft Intune MAM or MAM WE enabled. If you’re unsure whether this applies to your organization, we recommend using the regular app. MyRepChat enables financial professionals to text with clients and colleagues while meeting the strict compliance requirements of the financial industry. All conversations are securely captured, retained, and available for reporting or integration with leading third-party archiving providers — giving your firm the oversight it needs without changing how you communicate. Best of all, your clients don’t need to download anything new. They simply text you the way they always have, using the native messaging app on their phone. Compliant messaging, without the friction.