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Your financial journey needs thoughtful planning. No matter where you’ve set your investment sights, we'll help you plan to reach your destination.

Build a Financial Plan

By helping you build a personalized financial plan, we enable you to identify goals and take action. Find out how to reach your goals, starting now.

Learn About Us

Our national network of financial advisors can help you create a plan to help you identify financial goals and get you where you want to go in life.

Explore Insights

Stay current with the market and informed on financial strategies in Market News & Guidance; organize your personal finances more effectively with our wide array of planning calculators; and find the tax documents you need – and fast – in the Tax Center.

advbrochures

For a full description of Waddell & Reed, Inc.’s investment advisory programs and services, including fees and expenses, please refer to the relevant Advisory Services Brochure (ADV Part 2A)

Access Your Account

You can access your account 24 hours a day, seven days a week, so you can check balances, allocations or verify information. Of course, your financial advisor is your best resource to advise you on account activity and to ensure that your decisions fit your long-term financial plan.

Join Waddell Reed

As an experienced financial advisor who values independence, you’ll find Waddell & Reed to be a refreshing alternative to big-box broker/dealers.

Find Investments

Just as no two people are exactly the same, investment products and services are built specifically to meet different and specialized needs.

Client Relationship Notification

On June 9, 2017, a new rule implemented by the U.S. Department of Labor became applicable to financial institutions and financial advisors when making certain investment recommendations to owners of retirement accounts.

It Begins with a Plan

Our financial advisors have precise planning tools to work with on your behalf. They allow for variables including economic changes & changes in your life.

Working with an Advisor

We pioneered our process nearly 80 years ago to help anyone, regardless of age or financial background, to create a plan that fits their individual needs.

Advice for Life

With so many investment products available today, a dedicated professional can be invaluable, helping to design a financial plan that targets your goals.

News and Media

Read the latest news on our company, from recent press releases, to national and regional news coverage, to quick facts about us and our leadership.

Supporting Our Communities

Waddell & Reed has consistently been a strong supporter of cultural and charitable causes in the communities it serves around the country.

Our History

As one of the oldest financial planning firms in the nation, we provide financial planning and much more through our more than 1,800 financial advisors.

Market News and Guidance

Gain insights to help guide you through your financial goals.

Calculators

Consult our planning calculators as you focus on your financial goals.

Tax Center

Find the statements, guides and tools you need for tax filing season, as well as helpful tax planning strategies for any time of year.

Waddell Reed Names Elizabeth Hansen as Chief Compliance Officer

Industry veteran will head compliance oversight for broker-dealer and unaffiliated distribution

Planning

Gain insights to help guide you through your financial goals.

Life Events

Gain insights to help guide you through your financial goals.

Economy and Markets

Gain insights to help guide you through your financial goals.

Personal Finance

Gain insights to help guide you through your financial goals.

Investing

Gain insights to help guide you through your financial goals.

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