Use the below links to access the login pages for the corresponding tools. If at any time you have questions or issues, please don’t hesitate to reach out to us!
Access your brokerage statements, trade confirmations, and tax reports anytime.
Please Note: Your username is the email address you have on file with our office. To set up first-time or for any issues, please call us at 385-257-6500.
WealthLink is your personal website for organizing and simplifying your financial life in one secure location, accessible virtually anytime, anywhere. You are able to establish budgets and manage spending, view bank and investment account balances, stay current on credit card activity, determine and monitor your net worth, work closely with us to establish, monitor and update your goals, establish alerts regarding changes to your financial life, and upload financial documents.