Client Login

Account View

Account View

Our business is built on a foundation of thoughtful client relationships.

Mutual Fund Account Access

Mutual Fund Account Access

Access your Ivy Funds account(s). If your account number starts with a number click here.

Access Account
Brokerage Account Access

Brokerage Account Access

Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.

Access Account

Questions about your account? Please contact me.

Thank you!
Oops!