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Your financial journey needs thoughtful planning. No matter where you’ve set your investment sights, we'll help you plan to reach your destination.

Build a Financial Plan

By helping you build a personalized financial plan, we enable you to identify goals and take action. Find out how to reach your goals, starting now.

Learn About Us

Our national network of financial advisors can help you create a plan to help you identify financial goals and get you where you want to go in life.

advbrochures

For a full description of Waddell & Reed, Inc.’s investment advisory programs and services, including fees and expenses, please refer to the relevant Advisory Services Brochure (ADV Part 2A)

Access Your Account

You can access your account 24 hours a day, seven days a week, so you can check balances, allocations or verify information. Of course, your financial advisor is your best resource to advise you on account activity and to ensure that your decisions fit your long-term financial plan.

Explore Insights

Stay current with the market and informed on financial strategies in Market News & Guidance; organize your personal finances more effectively with our wide array of planning calculators; and find the tax documents you need – and fast – in the Tax Center.

Join Waddell Reed

As an experienced financial advisor who values independence, you’ll find Waddell & Reed to be a refreshing alternative to big-box broker/dealers.

Find Investments

Just as no two people are exactly the same, investment products and services are built specifically to meet different and specialized needs.

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.

Individual Retirement

Take control of your retirement future by investing in an IRA now. With tax advantages, an IRA can help put you on the road to a comfortable retirement.

Advisory Programs

Waddell & Reed Advisory Programs are flexible investment services designed to help you achieve your goals through a wide variety of investment alternatives matched to your risk tolerance, goals and objectives

Education Savings

Are you ready for the cost of college education? Learn about the education savings choices available to you, and let a Waddell & Reed advisor help you start saving for college today.

Mutual Funds and General Securities

Learning the difference between stocks, bonds and mutual funds is a good start. Call your Waddell & Reed advisor to create a custom-built plan today.

Ivy WR Investment Products

Our parent firm is home to a proven investment organization that uses a dynamic process featuring insight from portfolio managers, economists and analysts.

Insurance and Annuities

Smart money management also entails protecting your assets. We offer a wide variety of insurance and annuity products to protect you from financial risk.

Business Owners

Find out if your business can benefit from Waddell & Reed financial wellness plans, business planning and employer-based retirement.

Brokerage Cash Management

Waddell & Reed brokerage account services give you a complete view of your investments and cash holdings so your finances are easier to control.

Capital Gains

Information & FAQs regarding the Waddell & Reed Advisors Funds and Ivy Funds Capital Gains and Dividends

Annuities

Annuity investments can help with your retirement planning by providing regular payments, steadying income flow, and offering tax-deferred growth of earnings.

Life Insurance

Protect your family from untimely financial consequences by investing in life insurance. Find out about how to provide financial security for your family.

Long Term Care Insurance

Long-term care (LTC) insurance offers a method to help pay for long-term health care expenses such as extended at-home care, assisted living or nursing home care.

Disability Income

Disability insurance is protection for you and your family, providing income should you become disabled. Find out more from a Waddell & Reed advisor.

Medicare Supplement

Medicare supplement insurance plans are designed to help you cover certain charges, or “gaps,” that Medicare doesn’t cover, such as co-pays, deductibles and coinsurance costs.

Financial Wellness Program

Help your employees balance living responsibly today and planning wisely for tomorrow with financial planning services. Contact Waddell & Reed to find out more.

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