Waddell & Reed

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    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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