Waddell & Reed

Turn-Key Transition Process

Waddell & Reed approaches the transition process differently than many firms where advisors can be left to their own devices. Our turn-key, high-touch transition process is guided by our corporate culture of placing advisors and their clients at the top of our organization. We don't simply tell you how to transition accounts or give you a checklist; we partner with you so you can focus on your clients.

Get Started
Transition is about the successful and seamless move from your old firm to Waddell & Reed. It is about moving your practice, not just your book of business. It is about you and the well being of your clients. It is not about what is convenient or easy for us.