WealthLink

Log into WealthLink, click on “Statements and documents” from the left panel, then view all documents under “My documents.” You can filter by document type and date.

Go to “Statements and documents”, click “Generate documents”, then select the document type and date range.

From “Statements and documents”, click on “My documents,” and use the download option for each document. Files are downloaded as PDFs.

Under “My documents” you can download as a PDF, open it from your device’s download folder, and print.

1. Option 1: Fill out the Address Change Form
2. Option 2: Go to the Details screen in WealthLink and edit your contact information.

Fill out the Beneficiary Change Form.

1. In the portal: Select your preferred language on the login page or header panel.
2. For language change for documents: Contact Annuity Services at annuities@wawanesa.com or 1-800-263-6785 (option 2).

• Try “Forgot Password” or “Forgot User ID” on the login page.
• If issues persist, contact Annuity Services at annuities@wawanesa.com or 1-800-263-6785 (option 2).

Please contact Annuity Services through email at annuities@wawanesa.com or 1-800-263-6785 - option 2, or reach out to your advisor to withdraw funds.

Please contact Annuity Services or your advisor to make contributions.

Contact Annuity Services at annuities@wawanesa.com or 1-800-263-6785 (option 2).

Absolutely! Your advisor is available for financial planning, investment strategy, and any questions you may have.

WealthLink offers a convenient way to access your investment information, but it’s completely optional. If you’d rather connect directly, contact Annuity Services or your advisor.

WealthLink uses encryption and decryption and secure login credentials to protect your personal and financial data. Only verified users can access the portal, ensuring your information stays safe.