Manage your account and stay in tune with your investments. Our online account management services, tools and resources give you easy access to your account so you can keep informed.

Account Services
Waddell & Reed

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Account Resources

An account with Waddell & Reed can only be opened through a registered financial advisor. Once you have established an account, Waddell & Reed offers a variety of services designed to simplify the management of your accounts. Of course, your financial advisor is your best resource to advise you on account activity and help to ensure that your decisions fit your long-term financial plan.

Access Your Account

Waddell & Reed offers you online account access allowing you to manage your accounts at your convenience.

Managing Your Mutual Fund Account

Learn about your investment options and how to buy, sell and exchange shares. Update your personal information and take advantage of other account services.

Managing your Brokerage Account

View information about consolidated statements, online access and other brokerage account features.

Tax Center

Access valuable tax information including forms, mailing dates and other related information that may aid you in preparing your federal and state income tax returns.

Fund Expense Calculators

Utilize calculators to estimate the annual fees and expenses of current or hypothetical Waddell & Reed Advisors Funds investments.

Financial Advisor Opportunities
Corporate Careers