Broker Check

Account Access

<a href="https://myaccountviewonline.com/login/" data-mce-href="https://myaccountviewonline.com/login/">Account View</a>

Account View

Access current account balances, view transactions, download statements, confirmations and tax information as well as other brokerage account details.

Link to Login
<a href="https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&#38;cz=722000303041111&#38;returnURL=wr" data-mce-href="https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&#38;cz=722000303041111&#38;returnURL=wr">Mutual Fund Account</a>

Mutual Fund Account

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

Link to Login
<a href="https://wealth.emaplan.com/waddell/SignIn?waddell" data-mce-href="https://wealth.emaplan.com/waddell/SignIn?waddell">Wealth Link</a>

Wealth Link

Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with us to set budgets and create a plan to pursue your financial goals. 

Link to Login
<a href="https://www.lumenafinancial.com/insurance-annuities" data-mce-href="https://www.lumenafinancial.com/insurance-annuities">Insurance &#38; Annuities</a>

Insurance & Annuities

Access your policies including values, beneficiaries, statements and tax forms.

Learn more
<a href="https://waddell.netxinvestor.com/web/waddell/login" target="_blank" rel="noopener" data-mce-href="https://waddell.netxinvestor.com/web/waddell/login">Waddell &#38; Reed Brokerage Account Access</a>

Waddell & Reed Brokerage Account Access

Access historical information for your Waddell & Reed brokerage account.

LINK TO LOGIN