Waddell & Reed

Online Access to Your Tax Forms

The Waddell & Reed Advisor Funds and Ivy Funds now offer copies of tax reporting forms on line. While these forms (such as 1099-DIV or 1099-B or 1099-R) will be mailed to all shareholders with reportable activity, exact copies are available for viewing or printing.

To view these forms, please log onto your account via the "Access Your Account" option. If you wish to view your tax forms but have not set up online access for your account, you may do so by selecting the "Create User ID" option on the "Access Your Account" page. Once logged onto your account, you may view all of your tax forms via the “Tax Documents” link under the "Statements" heading. If you need assistance, please contact Client Services at 1-888-WADDELL (1-888-923-3355).

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