Broker Check

Online Access Information

Click on the links below to access your accounts online:

To view statements and access information for brokerage accounts:

NetXInvestor Online Access

To view performance reports and a more comprehensive view of your accounts:

Compass Online Access

To view statements and access information for all other accounts:

Waddell Online Access

Client Account Instructions:

Brokerage Account First Time Log In Instructions

Brokerage Account Security Question Set Up Instructions

Brokerage Account Verification Set Up Instructions** Instructions

Quicken** Instructions

TurboTax** Instructions


**Waddell & Reed, Inc. and its associated companies are not affiliated with any other organizations listed herein.