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Interested in opening an Ivy Funds InvestEd 529 Plan account?

Investing is about making wise decisions. It begins with selecting a skilled financial advisor and becomes a process of working together to determine the right investments to help you meet your long-term goals - investments that have demonstrated themselves over time through many market cycles. Investments such as those found in the Ivy Funds InvestEd 529 Plan. Talk to your advisor today about setting up an Ivy Funds InvestEd 529 Plan account.

Already an Ivy Funds InvestEd 529 Plan account holder or need additional information?

If you have questions, comments or concerns about your Ivy Funds InvestEd 529 Plan account, please contact our client services department.

Toll-free Phone Number
1.800.777.6472
Automated account access and fund information are available 24 hours a day. Client service representatives are available Monday through Friday from 7:30 a.m. to 7:00 p.m. CST.

Toll-free Fax
1.800.532.2749

Email
Click to E-mail your comments or questions

Postal Address
InvestEd Client Services
Post Office Box 29217
Shawnee Mission, KS 66201-9217

Investors should consider the investment objectives, risks, charges and expenses associated with the InvestEd Plan carefully before investing. This and other information is found in the InvestEd Portfolios prospectus, and the Ivy Funds prospectus, the Ivy Funds InvestEd 529 Plan Program Overview, and the Ivy Funds InvestEd 529 Plan Account Application, all of which can be obtained from your financial advisor. Please read these materials carefully before investing. An investor should also consider, before investing whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's 529 college savings plan.

Investment return and principal value will fluctuate, and it is possible to lose money by investing.

The Ivy Funds InvestEd 529 Plan is offered by Waddell & Reed, Inc. as part of the Arizona Family College Savings Program (the "Program"). Waddell & Reed, Inc. is one of multiple financial institutions eligible to offer investments under the Program. Accounts are not insured by the State of Arizona, the Trust, the Arizona Commission for Postsecondary Education, or any other governmental entity, Waddell & Reed, Inc., or any affiliated or related party, and neither the principal deposited nor the investment return is guaranteed by any of the above referenced parties.

The InvestEd Portfolios, Inc. are managed by Waddell & Reed Investment Management Company, while the Ivy Funds are managed by Ivy Investment Management Company, both of which are affiliates of Waddell & Reed, Inc. InvestEd Portfolios and the Ivy Funds are distributed by Waddell & Reed, Inc., and Ivy Funds Distributor, Inc., respectively.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus, or if available, a summary prospectus, containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus or summary prospectus carefully before investing.