Individual Investors

Individual Investors

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 simplify the management of your accounts. Of course, your financial advisor is your best resources to advise 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.


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.

Contact Us

Individual Investor Services & Support

Phone: 1-800-777-6472 | Fax: 1-800-532-2749

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.