Broker Check

HOW TO ACCESS YOUR ONLINE ACCOUNTS


First, establish which type of account you would like to access. Depending on your the custodian or carrier, your access points will vary. Reminder, your name and passwords should be kept in a safe and secure location. 



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. 

Access WealthLink
LPL ACCOUNT VIEW

LPL ACCOUNT VIEW

You will have access to LPL’s Account View technology, which provides you with secure, 24-hour online access to your investments via computer, tablet, or smartphone. 

ACCESS ACCOUNTVIEW
IVY FUNDS (Read Only)

IVY FUNDS (Read Only)

Read only access through June 2022. Access your 2021 1099's here. 

Access Account
NETX INVESTOR (Read Only)

NETX INVESTOR (Read Only)

Read only access through October 2022. Find your 2021 your Pershing LLC 1099's here. 

Access Account
NATIONWIDE

NATIONWIDE

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

COLORADO SCHOLARS CHOICE 529

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

Access Account
SECURIAN / MINNESOTA LIFE

SECURIAN / MINNESOTA LIFE

Access your account to view any Minnesota Life or Securian Life individual annuity and life insurance contracts you own.

Access Account
NEW MEXICO SCHOLARS EDGE 529

NEW MEXICO SCHOLARS EDGE 529

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

Access Account

Waddell & Reed is not affiliated with Nationwide, the Colorado Scholars Choice 529, Securian/Minnesota Life or New Mexico Scholars Edge 529.  08/19