Broker Check

Client Login

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
COMPASS

COMPASS

Access your online reports with COMPASS.  While we firmly believe in the importance of a continuous planning process and the value of long-term investing, we also feel you should have access to consolidated, detailed account information at any time. 

Access COMPASS
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.

Thank you!
Oops!

04/19