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Access Your Accounts | Waddell & Reed Account Login AdvisorsWhy Choose LPL LPL Philosophy News and Insights White Paper Library Self-Clearing Professional Referral Network Advisor Diversity and Inclusion LPL Awards & RecognitionEstablishing Your Business Business Models LPL Payouts and Pricing Transitioning Your Practice Your Recruiter eReg KitManaging Your Business LPL Financial Business Solutions Services and Support LPL Technology Products and Platforms ResearchGrowing Your Business Consulting Conferences and Training Financial Growth Selling Your Business Marketing Support LPL Advisor Institute Institutions InvestorsPersonalized Advice LPL Financial Regulatory Oversight Financial Tools and ResourcesBefore You Invest LPL Financial Professionals Financial Objectives and RiskAfter You Invest LPL Account View for InvestorsFind a Financial Professional About LPLSocial Responsibility Sustainable Investing at LPL The Sustainability Report Responsible Business Practices & Ethics Environmental Sustainability Diversity and Inclusion Community Involvement at LPLCareers at LPL LPL Corporate Office LocationsLPL’s Financial Strength Leadership From the CEOWhat We Do LPL Mission & Values LPL Financial History MediaMarketing BlogPress ReleasesPress Room LPL Stories Media Resources Media Coverage ResearchMeet LPL ResearchWeekly Market PerformanceWeekly Market CommentaryResearch Blog Search LPL Please rephrase without: * ? : ; % { } ~ ` # ^ _ = [ ] \ " / | Back toBack to Previous Menu Advisors Why Choose LPL LPL Philosophy News and Insights White Paper Library Self-Clearing Professional Referral Network Advisor Diversity and Inclusion LPL Awards & Recognition Establishing Your Business Business Models LPL Payouts and Pricing Transitioning Your Practice Your Recruiter eReg Kit Managing Your Business LPL Financial Business Solutions Services and Support LPL Technology Products and Platforms Research Growing Your Business Consulting Conferences and Training Financial Growth Selling Your Business Marketing Support LPL Advisor Institute Institutions Investors Personalized Advice LPL Financial Regulatory Oversight Financial Tools and Resources Before You Invest LPL Financial Professionals Financial Objectives and Risk After You Invest LPL Account View for Investors Find a Financial Professional About LPL Social Responsibility Sustainable Investing at LPL The Sustainability Report Responsible Business Practices & Ethics Environmental Sustainability Diversity and Inclusion Community Involvement at LPL Careers at LPL LPL Corporate Office Locations LPL’s Financial Strength Leadership From the CEO What We Do LPL Mission & Values LPL Financial History Media Marketing Blog Press Releases Press Room LPL Stories Media Resources Media Coverage Research Meet LPL Research Weekly Market Performance Weekly Market Commentary Research Blog Access Your Account Here you can access: Past transactions, statements, and tax information for your Waddell & Reed Brokerage and Ivy Investments accounts New LPL accounts and WealthVision wealth-planning tool Pershing Account Delaware Funds LPL Accounts Online access to your LPL accounts, statements, secure documents, and WealthVision. ACCESS LPL ACCOUNTS Pershing Access your Pershing Account through NextInvestor.com. Access Pershing Account Delaware Funds Assets formerly with Ivy Investments that did not convert to LPL can be accessed through Delaware Funds. Access Delaware Funds Former Waddell & Reed employees may direct questions regarding benefits, retirement plans, severance, pay history, employment verification, or tax documents, via email, to Waddell HR . Austin LPL Financial 13620 N FM 620 Building C, Suite 200 Austin, TX 78717 Boston LPL Financial 201 Washington Street, Suite 300 Boston, MA 02108 Fort Mill LPL Financial 1055 LPL Way Fort Mill, SC 29715 San Diego LPL Financial 4707 Executive Drive San Diego, CA 92121-3091 Advisors Institutions InvestorsInvestor Relations Media Research Newsroom Careers at LPL Terms of Service Contact Us Sitemap Fee Schedules SEC Share Class Initiative and Settlement Privacy/Security Disclosures Form CRS Exercise CCPA Rights Do Not Sell or Share My Personal Information © 2024 LPL Financial Member FINRA / SIPC Visit FINRA’s BrokerCheck Contact LPL: (800) 877-7210 Investor Support: (800) 558-7567 CA Insurance Lic. #0518721 © 2020 LPL Financial | Member...