Waddell & Reed

Managing Your Mutual Fund Account

Forms
Access forms that will enable you to update information or add and change services on your account.

Purchase Shares
Review options for making ongoing investments.

Redeem Shares
Review options for redeeming shares.

Exchange Shares
Review options for making exchanges.

Confirm Account Activity
Learn how you will be informed about ongoing activity in your account(s).

Sales Charge Reduction Options
Discover options for reduced sales charges on your Waddell & Reed Advisors Funds and Ivy Funds Class A investments.

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.

eDelivery
Enroll in eDelivery to receive Waddell & Reed reports and statements electronically.

Financial Advisor Opportunities
Corporate Careers