Your financial world in one place

Explore, get organized, and keep up-to-date.

WealthLink is your personal website and digital solution to organizing and simplifying your financial life in one secure location, accessible virtually anytime, anywhere. It’s an interactive experience where you can share financial information, define your goals and work with your financial advisor to develop strategies to meet those goals.


Work towards your goals with an all-inclusive suite of tools, features and data.

WealthLink allows you to:

  • View bank and investment account balances
  • Establish budgets and monitor spending
  • Stay current on credit card activity
  • Determine and monitor your net worth
  • Establish alerts regarding changes to your financial life
  • Utilize interactive workshops and goal-setting functionality
  • Upload important financial documents to a secure Vault

Secure your personal and financial information with sophisticated technology.

Safeguarding your data is our highest priority. Advanced security features keep your information safe:

  • Password protection protocols
  • Highest encryption levels available
  • Virus and malware protection
  • Routine security testing
Young couple meeting with advisor

Take the first step towards achieving your financial goals.

Talk to a financial advisor with Waddell & Reed to begin your WealthLink experience

Find an Advisor