If you've never used WealthLink before:
WealthLink is our web-based personal financial management application that we use for financial planning. It includes a client-facing portal through which you can access and track all of your accounts - even your assets, liabilities, policies, etc. beyond the funds that we help manage.
Initial access is obtained by us emailing an invitation to you with a link to register. If you have not yet received this and would like to receive the link, then contact Griffin at gschroeter@wradvisors.com.