Broker Check

Client Login

WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals. 

Website Registration

Adding Accounts to your Website

Client Website Connection Guide 

Access WealthLink
Mutual Fund Account Access

Mutual Fund Account Access

Access your Ivy Funds account(s). If your account number starts with a number click here.

Access Account
Brokerage Account Access

Brokerage Account Access

Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.

NetXInvestor Login Instructions

Mobile Deposit Instructions

Access Account

Questions about your account? Please contact me.

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