Client Relationship Notification


On June 9, 2017, a new rule implemented by the U.S. Department of Labor became applicable to financial institutions and financial advisors when making certain investment recommendations to owners of retirement accounts.

To assist clients and prospective clients in assessing recommendations made by Waddell & Reed financial advisors, important client relationship information is being made available in the Client Relationship Notification.

Click here to view the Client Relationship Notification

Market Data powered by Wikinvest. Data is provided as-is, delayed, and subject to Terms