Investalink provides you with a variety of applications that allow you to more easily get your job done. Some of the capabilites of the system include:

Online Commission Statements

Knowing the amount your commission check is going to be every week can be important when you are running your own business. We post your commission statement on Investalink so that you may preview your coming check. We also maintain an archive of your previous commission statements for your easy review.

Client Account Search

Investalink provides current information from our two primary clearing firms, as well as daily updates from close to 100 of the most prominent mutual fund and variable product sponsors. We sort through all of this data and then make it available to you through one easy resource.

Open New Accounts

Through Investalink, you or your staff can enter the information for a new client and obtain account numbers for them with a minimum of effort.

Online Blotters

Investalink assists with the task of maintaining regulatory blotters by providing on-line blotters for your easy use. In fact, blotter entries are automatically made for you when you enter certain transactions through Investalink. This saves you the time and effort of making a dual entry of the transaction information.