Access forms that will enable you to update information or add and change services on your account.
Review options for making ongoing investments.
Review options for redeeming shares.
Review options for making exchanges.
Confirm Account Activity
Learn how you will be informed about ongoing activity in your account(s).
Share Class and Sales Charge Information
Review share class information for Waddell & Reed Advisors Funds and Ivy Funds and options for reduced sales charges.
Check Writing Service
Read about check writing privileges available for certain Waddell & Reed Advisors Funds and Ivy Funds.
Reports & Statements
Learn about reports and statements Ivy Funds delivers to existing shareholder.
Online Account Features
Explore the capabilities of online account access with Waddell & Reed.
Enroll in eDelivery to receive Waddell & Reed reports and statements electronically.