Client Login Wealth Management Site Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals. Access Wealth Management Site 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 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 me. Name Email Phone Question Thank you! Oops!