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Wealth Management

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. 

Access WealthLink
Brokerage Accounts

Brokerage Accounts

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

Access Brokerage Account
Mutual Fund Accounts

Mutual Fund Accounts

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

Access Mutual Fund Account

Questions about your account? Please contact us.

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