Investing. With a Plan.
Hours of Operation:
Mon-Fri 8am-5pm, Sat Closed, Sun Closed
BUSINESS DETAILS:
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PRODUCTS & SERVICES:
One of the great benefits of investing with Waddell & Reed is the ability to manage your account through our online account management system. This section explains the various features offered within the system. Please note that due to the nature of certain account types, some of the functionality listed below may not be available.
Portfolio Summary
View a snapshot of all of your accounts.
Portfolio History
Request the history for all accounts within your portfolio for various time periods (for example, previous business day, previous seven days or previous 30 days).
Fund Detail
Access a summary of an individual fund or account, including account number, fund name, balance as-of date, share value, price (or Net Asset Value) and total account value.
Fund History
View the history of the fund or account, including transaction description, trade date, price of the transaction, dollar amount, number of shares and running share balance.
Download Account Data
Download Fund Histories for import into Quicken, Microsoft Money or Excel. Quicken 2004 and Microsoft Money 2006 and previous versions are currently supported. Effective with Quicken 2005, the format has changed. Unfortunately, we are unable to support this new format. However, we will continue to support all Quicken formats through 2004. We apologize for any inconvenience
Average Cost
View the average cost for a fund, i.e., or account, including last calculation date.