Registering to WealthLink

You can register to the WealthLink application using the Register option on the WealthLink login screen.

Prerequisite

You require an active Dealer/Representative Number to register.

This procedure starts on the WealthLink login screen.

1. Click the Register link at the bottom of the login screen, select the Advisor radio button and click the Continue button

Step Result: The Registration page appears

2. Enter your personal information and click the Next button

Step Result: The OTP generation page appears

3. Enter the Verification Code which is sent to the email id provided in the Registration page and click the Next button

Step Result: The Password setup page appears

4. Enter the new Password, Confirm the password and then click the Next button

Step Result: The password is set and the Rep landing page appears. A confirmation email is sent for successful registration to Wealthlink

Result:

You have registered to the WealthLink application.