How do I get through the phone menu to a live person?
GetHuman researchers routinely call this Waddell & Reed phone number to document the phone system.
Here is our latest tip for weaving through the phone menu to get to a real person the fastest:Brokerage account holders call this number
Below are some clips we've found from Waddell & Reed's phone menus and tips that help give an idea of what you will encounter when you call. We've highlighted why they are important as well:
The first phone menu
"Hello. And please listen carefully as our menu options may have changed.
Calls are recorded for quality assurance.
We're very excited to tell you about a special promotion for select callers.
This will only take a moment. By answering just a few questions, we will find out if this offer is right for you.
Are you or is someone in your household fifty years of age or older?
Are you or is someone in your household fifty years of age or older?
Press one for yes.
If you or someone in your household is fifty years of age or older, Otherwise, press pound."
Excerpt from a call with Waddell & Reed
Monday, March 11, 2024 4:50 PM
What are the hours and when should I call?
Waddell & Reed operates the call center for this 866-937-0010 phone number Mon-Fri 8am-5pm CT.The short answer is that you should call on a Friday.This observation and the following section are based on analysis of a sample set of 32 calls made in the last 90 days using our free, web-based phone (see above).
An important note: busy times vs hold times vs best time to call
When we refer to busy or less busy times, we are talking about the volume of calls. The busiest times are when the most people are calling this Waddell & Reed phone number (least busy times have fewer people calling). This high call volume does not necessarily mean that you will have a long hold time when you call. Companies like Waddell & Reed staff their call centers differently based on the time of day and day of the week, so you may experience a shorter wait on hold at the busiest of times. When we refer to the best time to call, we are referring to the optimal combination of lower call volume and shorter wait times.
The least busy time to call
The least busy day to call Waddell & Reed is Friday.The most busy day to call is Wednesday.Again, this is based on a sample of 32 calls made with our AI-powered, web-based phone in the last 90 days.
The shortest wait on hold
We measured the shortest hold times to be on Friday.The longest wait in the queue on average occurs on Thursday.
The best time to call Waddell & Reed
In summation, the best day to call Waddell & Reed is Friday.In this case, it's a no-brainer. Friday is not only the least busy day for calling this Waddell & Reed number, but it is also the day with the shortest hold times.
Why Customers Call Waddell & Reed
If you have time to do a bit of reading before you call Waddell & Reed, we recommend you read over some of our problem-specific articles.
Waddell & Reed offers a transparent fee structure to meet our clients' diverse needs. Our accounts may have various fees depending on the investment services provided. Common fees include advisory fees, transaction fees, and commissions. Advisory fees are charged for ongoing investment management and are typically a percentage of your assets under management. Transaction fees may apply when buying or selling securities within your account, while commissions are assessed on certain investment products. Additionally, there might be custodial fees or expenses related to mutual funds. It is important to review the specific fee schedule for each account type to gain a comprehensive understanding of the costs associated with your Waddell & Reed account.
Yes, you can access your Waddell & Reed account online through our secure online portal. Our user-friendly platform provides you with convenient and 24/7 access to your account information. Once you have registered for online access, you can view your account balances, transaction history, and statements. You also have the ability to update personal information, set up account alerts, and make certain transactions online. Our online portal ensures that you have easy and efficient management of your Waddell & Reed account from the comfort of your own home or on the go. Accessing your account online allows you to stay connected and in control of your investments whenever you need.
The minimum investment required for Waddell & Reed accounts varies depending on the type of account and investment option selected. Generally, the minimum initial investment for most mutual funds is $1,000, while for certain funds or accounts, the requirement may be higher. However, there are exceptions to the minimum requirement for retirement accounts, where it can be as low as $100 or even $25 for an automatic investment plan. Additionally, Waddell & Reed provides various investment options that have no minimum initial investment amount. It is important to note that minimums may differ based on specific fund or account types, and investors are encouraged to consult with a Waddell & Reed advisor to determine the minimum investment needed for their desired account or investment option.
Click the link above to get answers to just about any Waddell & Reed customer service question, including step by step guides for the most complex issues. You can also detail a new issue and get answers instantly.
More Waddell & Reed Customer Service Contacts
There are of course other ways to contact Waddell & Reed customer service besides the phone. Below we list the best ones, by medium.
As a last, sometimes only, resort- Waddell & Reed customer service can be accessed through their website. This can entail digging through help articles before finding a form and "being allowed" to submit a problem to their team, and rarely leads to a real-time conversation, which is why GetHuman does not recommend this unless it's the only way.
Conclusion and closing notes
This is Waddell & Reed's best phone number, the real-time current wait on hold and tools for skipping right through those phone lines to get right to a Waddell & Reed agent. This phone number is Waddell & Reed's best phone number because 192 customers like you used this contact information over the last 18 months and gave us feedback. Common problems addressed by the customer care unit that answers calls to 866-937-0010 include and other customer service issues. Rather than trying to call Waddell & Reed first, consider describing your issue first; from that we may be able to recommend an optimal way to contact them via phone or web. In total, Waddell & Reed has 2 phone numbers. It's not always clear what is the best way to talk to Waddell & Reed representatives, so we started compiling this information built from suggestions from the customer community. Please keep sharing your experiences so we can continue to improve this free resource.
GetHuman does not provide call center services or customer support operations for Waddell & Reed. The two organizations are not related. GetHuman builds free tools and shares information to help customers of companies like Waddell & Reed. For large companies that includes tools such as our GetHuman Phone, which allows you to call a company but skip the part where you wait on the line to get a live human rep. We continue to work on these tools to help customers like you (and ourselves!) navigate the messy phone menus, hold times, and confusion with customer service. As long as you keep sharing it with your friends and loved ones, we'll keep doing it.