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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. 

Access WealthLink

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

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

Access Account

Nationwide Account Access

Access your Nationwide account(s). Get 24/7 access to your insurance and investment information and sign up for Go-Green-Go-Paperless. 

Access Account

Colorado Scholars Choice 529 Account Access

Access your Scholars Choice 529 Savings Plan. Update account information or check your balance.

Access Account

Questions about your account? Please contact me.

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Waddell & Reed is not affiliated with Nationwide or the Colorado Scholars Choice 529.  03/19