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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.

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.

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.

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.

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.

Find Investments

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

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.

Market News and Guidance

Gain insights to help guide you through your financial goals.

Individual Retirement

Take control of your retirement future by investing in an IRA now. With tax advantages, an IRA can help put you on the road to a comfortable retirement.

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.

Advisory Programs

Waddell & Reed Advisory Programs are flexible investment services designed to help you achieve your goals through a wide variety of investment alternatives matched to your risk tolerance, goals and objectives

Calculators

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

Mutual Funds and General Securities

Learning the difference between stocks, bonds and mutual funds is a good start. Call your Waddell & Reed advisor to create a custom-built plan today.

Ivy WR Investment Products

Our parent firm is home to a proven investment organization that uses a dynamic process featuring insight from portfolio managers, economists and analysts.

Business Owners

Find out if your business can benefit from Waddell & Reed financial wellness plans, business planning and employer-based retirement.

Brokerage Cash Management

Waddell & Reed brokerage account services give you a complete view of your investments and cash holdings so your finances are easier to control.

How Much Will Your Retirement Cost

Estimating how much income you will need in retirement — and determining whether your current program of savings and investments can provide that income — is a good start to developing a retirement plan. This calculator is designed to help you estimate how much income you may need in retirement and the savings necessary to produce that income

Required Minimum Distributions

Use this calculator to help estimate how much your Required Minimum Distribution (RMD) would be this year based on your age and the value of all your retirement accounts as of December 31 last year.

Federal Income Tax

Paying federal income taxes is one of most people’s least favorite annual activities. As a result, many people tend to procrastinate by not planning for their taxes each year and by completing and filing the forms at the last possible minute. This calculator is designed to help you estimate your annual federal income tax liability.

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