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Core Wealth

315 Edelweiss Drive, Unit 8
Bozeman, MT 59718

Client Login

WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals. 

Access WealthLink
Mutual Fund Account Access

Mutual Fund Account Access

Access your Ivy Funds account(s). If your account number starts with a number click here.

Access Account
Brokerage Account Access

Brokerage Account Access

Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.

Access Account

Questions about your account? Please contact us.

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