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Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.
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To view Statements, sign up for eDelivery, manage an account, make a trade, etc., you will need to login directly to where an account is held (i.e. your bank account website, 401(k) account website, insurance account website, etc.). For your convenience, two frequently accessed sites are below. You can log into other accounts by navigating to the website listed on your account/insurance statement.
Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.
Access your Ivy Funds account(s). If your account number starts with a number click here.