Broker Check

The Waddell & Reed WealthLink is your personal and customizable portal that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location. 

It’s a collaborative venue where we can define and update your goals while developing strategies to pursue those goals. 


  • Establish budgets

  • Maintain spending

  • Determine and monitor your net worth                   

  • Store important documents

  • Track your cash and investments

  • Work directly with your advisor 

(06/20)