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Waddell & Reed Customer FAQ

Top Answers & How-to Guides

What is Waddell & Reed's Phone Number?

The question we are asked most often is about how to talk to Waddell & Reed customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

How can I view my account statements and transaction history?

Clients can view their account statements and transaction history by logging into their secure online account with Waddell &...

Can I access my Waddell & Reed account online?

Clients of Waddell & Reed can indeed manage their accounts online through a user-friendly platform. They can view balances,...
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Recent Waddell & Reed Customer Questions

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Account Management

How can I view my account statements and transaction history?

Clients can view their account statements and transaction history by logging into their secure online account with Waddell &...
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Can I access my Waddell & Reed account online?

Clients of Waddell & Reed can indeed manage their accounts online through a user-friendly platform. They can view balances,...
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How can I update my personal information in my Waddell & Reed account?

To change personal information in a Waddell & Reed account, users should log in online and go to the account settings or...
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Are there minimum balance requirements for different types of accounts?

Waddell & Reed has various account types, each with different minimum balance requirements. These can vary for investment,...
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Investment Services

What services does Waddell & Reed offer?

Waddell & Reed provides a variety of financial services aimed at helping individuals manage their financial objectives. Their...
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What are the investment options available at Waddell & Reed?

Waddell & Reed provides a variety of investment options, including mutual funds for diverse strategies, separately managed...
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What is the minimum investment required for Waddell & Reed accounts?

Waddell & Reed's minimum investment requirements can vary based on account type and investment product, typically ranging from...
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Does Waddell & Reed offer retirement planning services?

Waddell & Reed does offer retirement planning services, focusing on tailored strategies for individual financial situations....
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Can I transfer my existing investments to Waddell & Reed?

Yes, investors can transfer existing holdings to Waddell & Reed. The process typically involves completing a transfer request...
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Fees and Education

What fees are associated with Waddell & Reed accounts?

Waddell & Reed charges various fees depending on account type and services, including management fees based on assets under...
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Does Waddell & Reed offer any educational resources for investors?

Waddell & Reed offers numerous educational resources, including articles, webinars, and tools aimed at enhancing investors'...
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Can I meet with a financial advisor in person?

Waddell & Reed allows clients to meet financial advisors in person, but availability depends on individual advisor policies and...
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