Account Access

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

Waddell & Reed Accounts
Access current account balances, view transactions, download statements, confirmations and tax information as well as other Ivy Investments account details.

Wealth Management
This free personal wealth management website offers a window into your financial world. View up to date information on your accounts, net worth, investments, spending, insurance and more. If you are interested in setting up your own personal wealth management site, contact Caresse Vera by email at cvera01@wradvisors.com or by phone (619) 295-9930.

COMPASS Reports*
Comprehensive Portfolio Aggregation Services (COMPASS) provides simplified, consolidated reports that bring your portfolio into view. To obtain access, contact Miles at mfleming01@wradvisors.com.

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

Financial Planning
Download copies of documents you may use to organize and prepare for your financial plan development meetings.
READ ABOUT WADDELL & REED'S COMMITMENT TO ONLINE SECURITY
Turbo Tax users, CLICK HERE for importing instructions!
Waddell & Reed is not affiliated with TurboTax or any of its affiliate companies.
08/18