16755 Von Karman
Ave ste 200
Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.
Adding Accounts to your Website
Client Website Connection Guide
Access your Ivy Funds account(s). If your account number starts with a number click here.
Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.
NetXInvestor Login Instructions
Mobile Deposit Instructions
Comprehensive Portfolio Aggregation Service (COMPASS) gives you full and easy access to a consolidated view of your accounts.
Call us today to get set up on COMPASS.
Should you ever have any technical difficulties, please contact us for direct assistance.
Waddell & Reed is not affiliated with any other entities referenced. (10/20)