CLIENTLINK™ ONLINE ACCOUNT ACCESS

 

>>ABOUT CLIENTLINK™

CLIENTLINK™ provides convenient and secure online access to your Wedbush account 24 hours a day, 7 days a week. Access your account portfolio, activity, statements and more through our easy to use website.

 

>>CLIENTLINK SECURITY

 

We take special care in maintaining the privacy and security of your account information. The registration and login process follows industry best practices and all information that is transmitted to and from your browser is encrypted to current security standards.
Click here for additional details regarding security. 

 

>>QUESTIONS ABOUT CLIENTLINK™?

 

Contact your Wedbush Financial Advisor or Click here to find one.

 

>>TECHNICAL QUESTIONS?

 

Please contact our IT HelpDesk at (888) 933-2874 or email clientlink@wedbush.com.

 

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Access CLIENTLINK™ to setup your User Name and Password and gain access to the below information for all your accounts online 24/7

 

*       SUMMARY OF ACCOUNTS >>

 

*       ACCOUNT GAIN & LOSSES >>

 

Summary of all your accounts within a household including cash/money market value, balances, market value, and total net worth in one page.

 

 

Unrealized and realized gain & losses both in summary and detail.

*       ACCOUNT BALANCES >>

 

*       DOWNLOAD >>

 

Individual account’s current money balances, market values, total net worth, interest rate, total available funds, buying power, and more.

 

 

 

Download your account information directly to Quicken.

*       ACCOUNT POSITIONS >>

 

*       ACCOUNT DOCUMENTS >>

 

Account portfolio view including detailed information about each position such as number of shares, current market price, current market value and many more data points.

 

 

Access all of your monthly statements, tax statements, trade and open order confirmations.

*       ACCOUNT ACTIVITES >>

 

*       QUOTES & CHARTS >>

 

Current and historical account activity such as trades, credits, debits, cash flow and more.

 

 

Lookup market data and news such as quotes, charts and options.

 

*       INCOME >>

 

*       WEDBUSH RESEACH >>

 

Pending and projected dividends, interests, shares summarized and by security.

 

 

Full access to all of Wedbush Securities’ research reports and notes.

*       CREDITPLUS™ >>

 

*       PREFERRED LANGUAGE >>

 

Current and historical CreditPlus™ activity. Please click here for more information about CreditPlus™.

 

 

Option to use CLIENTLINK™ in English, Spanish, Korean, Chinese Simplified or Chinese Traditional.

 

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