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Clients

Client services

Account Information – You Have Options
We are working to ensure the health and safety of our employees and reduce the risk of business interruptions by social distancing the contact center staff and enabling remote working capabilities. As developments change and the situation continues to evolve, we appreciate your patience if you experience longer wait times. For questions that are not time-sensitive, feel free to email services@waddell.com .

Client service representatives are available Monday through Friday from 7:30 a.m. to 7:00 p.m. CST.

Account information is also available on-line and through our 24 hour automated line at 1-888-923-3355, option 2.

Mutual Fund Accounts
1-888-923-3355
Client Service Representative
7:30 a.m. - 7 p.m. CST, Monday - Friday
Automated Line 24/7

Brokerage Accounts
1-866-937-0010
8 a.m. - 7 p.m. CST, Monday - Thursday
8 a.m. - 6 p.m. CST, Friday

Mail
Waddell & Reed
Post Office Box 29217
Shawnee Mission, KS 66201-9217

Overnight Delivery
Waddell & Reed
6300 Lamar Avenue
Overland Park, KS 66202-4247

General Inquiries
913-236-2000
Services@waddell.com

Advisors

Learn more about the value we can offer your practice.

Call or text a Waddell & Reed representative in your area.

East Region
Mark Hovanic
434-989-1252
mhovanic@waddell.com
AL, FL, GA, IN, KY, MA
MD, ME, MI, MS, NC, NH
NJ, NY, OH, PA, RI, SC
TN, VA, VT, WI, WV