Access Your Account

Here you can access:

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

LPL Accounts

Online access to your LPL accounts, statements, secure documents, and WealthVision.


Access your Pershing Account through 

Delaware Funds

Assets formerly with Ivy Investments that did not convert to LPL can be accessed through Delaware Funds.

Former Waddell & Reed employees may direct questions regarding benefits, retirement plans, severance, pay history, employment verification, or tax documents, via email, to Waddell HR.