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What services are available with Waddell & Reed?

As an investor with Waddell & Reed, you get a multitude of investment account services designed to simplify and enhance the management of your accounts. Learn about each service in this section.

Basic Services - Find out about our account services.
Service Information, Transactions Processing, Reports & Statements

Online Account Features - Find out about our convenient online account services.

Toll-Free Information Line - Learn about our automated telephone customer service system -- a handy alternative when you don't have Web access.

eDelivery - Electronic statements and shareholder reports. Click here to sign up.
How do I sign up?

• First time user? Click first time users and then select Create Pin
• Or enter your Social Security Number and PIN (click Log In) in the "Access Your Account" box
• From the Account Portfolio page, click eDelivery
• Enter and confirm your email address
• Select to receive either your Quarterly Consolidated Statements or your Prospectus/Semi/Annual Reports or both!
• Click Submit - you'll have a chance to verify your selections and receive confirmation online and via email.

Nationwide Financial Service Center - Access your account with Nationwide

Securian/Minnesota Life Client Info Center - Access your account with Securian/Minnesota Life

Tax Resources - Receive information that may aid you in preparing for the upcoming tax reporting season.
Tax Information Mailing Schedule, Withholding of State Income Tax, 1099-DIV/INT/B Tax Guide, 1099-R Tax Guide, Foreign Source Income And Foreign Tax