19065 Hickory Creek Drive, Suite 310, Mokena, IL 60448
Waddell & Reed Wealth Management Site*- Your personal financial portal
Additional Sites
Ivy Investments Accounts (Waddell & Reed Corporate Site)- Access to accounts with Ivy mutual funds only
Bright Directions- Access to Bright Directions 529 college savings accounts
CollegeChoice- Access to CollegeChoice 529 college savings accounts
Nationwide Insurance- Access your account with Nationwide
Securian/Minnesota Life- Access your accounts with Securian/Minesota Life
COMPASS (Comprehensive Portfolio Aggregation Services)*- Access to consolidated reports on account values and performance
07/18
