Client Login

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

Brokerage Accounts
Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.

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