An account with Waddell & Reed can only be opened through a registered financial advisor. Once you have established an account, you can continue to manage transactions through your financial advisor or directly with Waddell & Reed. Following are a variety of forms to assist you in managing your existing account(s).
| Form Name/Description |
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| Purchase Account Service Request |
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| Exchange Account Service Request |
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| Transfer Account Service Request |
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| Redemption Account Service Request |
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| Systematic Exchange Request |
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| Multi-Transactional Account Service Request |
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| Cost Basis Account Method Election |
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| Account Maintenance (Non-Financial) |
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| Address Change Request |
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| Automatic Investment Service |
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| Flexible Withdrawal Service |
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| Authorization for Express Transactions |
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| IRA Plan Redemption Request |
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| IRA Plan Transfer Request |
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| Beneficiary Designation for TODs |
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| Beneficiary Designation for IRAs |
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| Beneficiary Designation for Qualified Plans |
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| Alternate Pay/Address Request |
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| InvestEd 529 Change of Investment Form |
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| InvestEd 529 Designation Beneficiary Change Form |
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| InvestEd Successor Owner Change Request |
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| InvestEd Withdrawal Request |
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