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


*By clicking these links you are leaving our website and entering into a website owned and controlled by an unaffiliated third party. Waddell & Reed does not monitor, endorse or accept responsibility for the content of the third party’s website. These links are being provided strictly as a courtesy. Because the content of websites changes frequently, Waddell & Reed makes no representation as to the completeness or accuracy of information provided. Waddell & Reed is not responsible for any technical or system issues, or any consequences arising out of your access to, or your use of, third-party technologies, sites, information or programs made available through another site. 

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