An account with Waddell & Reed can only be opened through a registered financial advisor. Once you have established an account, you can continue to manage transactions through your financial advisor or directly with Waddell & Reed. Following are a variety of forms to assist you in managing your existing account(s).
Form Name/Description |
Download Form |
Purchase Account Service Request |
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Exchange Account Service Request |
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Transfer Account Service Request |
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Redemption Account Service Request |
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Systematic Exchange Request |
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Multi-Transactional Account Service Request |
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Cost Basis Account Method Election |
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Account Maintenance (Non-Financial) |
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Address Change Request |
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Automatic Investment Service |
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Flexible Withdrawal Service |
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Authorization for Express Transactions |
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IRA Plan Redemption Request |
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IRA Plan Transfer Request |
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Beneficiary Designation for TODs |
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Beneficiary Designation for IRAs |
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Beneficiary Designation for Qualified Plans |
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Alternate Pay/Address Request |
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InvestEd 529 Change of Investment Form |
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InvestEd 529 Designation Beneficiary Change Form |
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InvestEd Successor Owner Change Request |
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InvestEd Withdrawal Request |
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