Client Login OLD
Client Login

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

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

Wealth Management Site
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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