Working With WealthLink
 
Logging out of WealthLink
Changing Your Password
Recovering Your Password
Setting Up Security Questions and Answers
Sorting Information
Downloading Information
Printing Information
Editing Representative Details
Generating DSC Report
Viewing Service Fee Information
Downloading a Historical Document
Generating an Adhoc Statement
Generating a Gain/Loss Report
Performing Redemption Calculation
Creating Fund Prices Chart
Viewing the Fund Holders/Trial Balance Report Based on Dealer and Rep Code
Generating the Fund Holders/Trial Balance Report Based on Fund and Client Number