Access Your Account

Welcome to You have been redirected from LPL Holdings, Inc. acquired the wealth management business of Waddell & Reed, Inc. on April 30, 2021. 

Here you can access:

  • Past transactions, statements, and tax information for your Waddell & Reed Brokerage and Ivy Investments accounts
  • New LPL accounts
  • WealthVision wealth-planning tool

LPL - Account View

LPL - Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.  If your advisor is now with LPL Financial, set up Account View and access your account. If you're unsure about your advisor's affiliation, please contact your advisor for more information.

Ivy Investments account access

Access your mutual fund account.

Waddell & Reed brokerage account access

Access historical information for your Waddell & Reed brokerage account.

WealthVision access

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 reach your financial goals.

Former Waddell & Reed employees may direct questions regarding benefits, retirement plans, severance, pay history, employment verification, or tax documents to  [email protected]