Login to ClientLink and view
- Summary of Household Accounts
- Account Balances
- Account Positions
- Account Activities
- IRA Account Activities
- Account Cash Flow
- Pending Income
- Projected Income
- Account Credit Plus Activities
- Unrealized and Realized Gain and Losses
- Monthly Statements
- Open Order Confirmations
- Trade Confirmations
- Tax Statements
- WS Proprietary Research
- View Open Orders
- View Trading History
- Personalized Preferences and Password Changes
- Choose to View ClientLink in English, Spanish, Korean, Chinese Simplified or Chinese Traditional.
ClientLink is a service reserved exclusively for account holders. If you are an account holder,
please contact your Investment Executive. To open an account, please contact a local sales office.
Click here to view office locations.
|