Ivy Funds - Account Resources

Account Resources

An account with Ivy Funds can only be opened through a registered financial advisor. Once you have established an account, Ivy Funds offers a variety of services designed to simply the management of your accounts. Of course, your financial advisor is your best resources to advice you on account activity and help to ensure that your decisions fit your long-term financial plan.

Access Your Account Online
Once you have registered for Ivy Funds online account access you can manage your accounts through our website at your convenience.

Managing Your Account
Learn about your investment options and how to buy, sell and exchange shares. Update your personal information and take advantage of other account services.

Forms
Access forms that will enable you to update information or add and change services on your account.

Tax Center
Access valuable tax information including forms, mailing dates and other related information that may aid you in preparing your federal and state income tax returns.

Fund Expense Calculators
Utilize calculators to estimate the annual fees and expenses of current or hypothetical Ivy Funds investments.

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 containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus carefully before investing.