Client Account Access

Below are links to the most common client accounts.  Simply click on the appropriate link and you will be taken to the account login for that company. 

Waddell & Reed

Brokerage Account*

Nationwide Annuity and Life Insurance*

401k provided by Nationwide*

Minnesota Life Annuity*

American Funds*

Click Here to inform us of a company or product you would like added to this list.

 

 
 
 
 
~ A New Tool to View Your Account Information ~

 “COMPASS FULL ACCESS”

 
We’ve recently added the capability for you to view online some of the same reports we use in monitoring your accounts. With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting. Best of all, this great service is being made available at no additional cost to you, as a part of my ongoing commitment to provide you with the best in financial planning services.
 
All you need to do is point your browser to: “www2.mainaccount.com/waddell”.*  Once you are there, click on the “Registration” button and enter your Social Security number as the following temporary password: MYACCOUNT.
 
Once you have done that, you will need to create your own private User name and Password and submit the registration form as requested. Once we receive the form from you, we will activate you on the system. Shortly thereafter, you will receive a confirmation e-mail letting you know that you are ready to access the system. From then on, you will be able to view your account information at any time, day or night.
 
Remember, even if you sign up for this online access, you will continue to receive you official account statements from Waddell & Reed.

 

 

 

 

 

 

*If you access this site you are 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.