Access Your Account
Welcome to LPL.com. You have been redirected from waddell.com. 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.
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.