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Client Account Access



Comprehensive Portfolio Aggregation Service (COMPASS) gives you full and easy access to a consolidated view of your accounts.

Call us today to get set up on COMPASS. 

Should you ever have any technical difficulties,  please contact us for direct assistance.

Click Here To Access Your Compass Reports

Additional Client Account Access Links

Waddell & Reed and Ivy Investments are affiliated firms.  Neither are affiliated with any other entities referenced.