WealthLink

WealthLink

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. 


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 us.

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