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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. 

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Mutual Fund Account Access

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

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Brokerage Account Access

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

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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. 

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Colorado Scholars Choice 529 Account Access

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

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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