Broker Check
Wealthlink

Wealthlink

Click here to access your personal financial website. This site allows you to view you entire financial picture, in one spot. Contact us for the first time setup or with any login issues. 

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Brokerage Account

Brokerage Account

Access your Waddell & Reed Brokerage Account. Tip: your account number starts with an alpha character. 

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Ivy Investments Account

Ivy Investments Account

Access your Ivy Investments account(s) here. Tip: your account number starts with a number 

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10/19