Waddell & Reed

Other Investments

Through a Waddell & Reed brokerage account you’ll have access to a full range of stocks, bonds and CDs. Talk to your financial advisor about how these types of investments can help you reach your goals and the benefits and risks associated with each.

Stocks are a type of security that signify ownership in a corporation and represents a claim on part of the corporation's assets and earnings. Many companies issue stock, also known as equity, to raise funds for the company.

Through a Waddell & Reed brokerage account you can trade stocks listed on all the major U.S. exchanges (NYSE, AMEX, NASDAQ), and unlisted over the counter (OTC) securities.

Bonds, commonly referred to as fixed-income securities, are a debt investment in which an investor loans money to an entity (corporate or governmental) that borrows the funds for a defined period of time at a fixed interest rate. Bonds are used by companies, municipalities, states and U.S. and foreign governments to finance a variety of projects and activities. Whether you're looking for to diversify your portfolio or seek a steady source of income, a bond may be the right investment for you.

Through a Waddell & Reed brokerage account you can access a variety of fixed income securities including corporate bonds, municipal bonds and government bonds.

Brokered Certificates of Deposit (CDs)
If your primary goals include principal preservation and income, brokered certificates of deposit (CDs) can serve as a sound portfolio foundation.

Not all account types may be available on all platforms. Some products & services may not be available with all accounts. Brokerage, investment and financial advisory services are made available through Waddell & Reed, Inc., in its capacity as a registered investment adviser. Brokerage accounts cleared through Pershing LLC.

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