WealthLink
Waddell & Reed WealthLink is your personal portal providing a holistic view of your financial life in one secure location.
It’s a collaborative venue where we can share financial information and define and update your goals while developing strategies to pursue those goals.
What can Waddell & Reed WealthLink do for you?
It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and I to establish, monitor and update your goals. In short, it’s a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location.
