Client Login
Wealth Management Site
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.
Mutual Fund Account Access
Access your Ivy Funds account(s). If your account number starts with a number click here.
Brokerage Account Access
Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.