Waddell & Reed

Choose the Account That’s Right For You

Silver Gold Platinum
Unlimited check writing X X X
No per-check minimums X X X
Payee information* X X X
Daily cash sweep X X X
Direct deposit X X X
Voice-response service X X X
Excess account protection X X X
Bill payment and presentment** X X X
Points-based loyalty program** X X
Expense coding X X
Debit card X X
Worldwide ATM access X X
MasterCard travel assistance services X X
Cost-basis calculations X X
Statement breakout sections X X
Year-end account summary statement X X
Dividend reinvestment X X
No annual maintenance fee IRA X
24x7 live customer service X
Guaranteed Low Price program X

* ProCash Plus Silver accounts—online only ** Optional services

Not all account types may be available on all platforms. Some products & services may not be available with all accounts. Brokerage, investment and financial advisory services are made available through Waddell & Reed, Inc., in its capacity as a registered investment adviser. Brokerage accounts cleared through Pershing LLC.

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