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Waddell & Reed Customer FAQ

Top Answers & How-to Guides

What is Waddell & Reed's Phone Number?

The question we are asked most often is about how to talk to Waddell & Reed customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

How can I view my account statements and transaction history?

You can access your account statements and transaction history through our secure online portal. Simply log in to your account with...

Can I access my Waddell & Reed account online?

Yes, you can access your Waddell & Reed account online through our secure online portal. Our user-friendly platform provides you with...
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Account Access

How can I view my account statements and transaction history?

You can access your account statements and transaction history through our secure online portal. Simply log in to your account with...
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Can I access my Waddell & Reed account online?

Yes, you can access your Waddell & Reed account online through our secure online portal. Our user-friendly platform provides you with...
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Services Offered

What services does Waddell & Reed offer?

Waddell & Reed offers a comprehensive range of financial services designed to meet the diverse needs of individuals, families, and...
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Does Waddell & Reed offer retirement planning services?

Yes, Waddell & Reed offers comprehensive retirement planning services to help individuals and families plan for a secure future. Our...
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Does Waddell & Reed offer any educational resources for investors?

Yes, Waddell & Reed offers a wide range of educational resources to support investors in making informed decisions. These resources...
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Investment Options

What are the investment options available at Waddell & Reed?

At Waddell & Reed, we offer a wide range of investment options to meet the diverse needs of our clients. These options include mutual...
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Can I transfer my existing investments to Waddell & Reed?

Yes, you can transfer your existing investments to Waddell & Reed. We understand the importance of consolidating your investments and...
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Minimum Investment

What is the minimum investment required for Waddell & Reed accounts?

The minimum investment required for Waddell & Reed accounts varies depending on the type of account and investment option selected....
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Fees

What fees are associated with Waddell & Reed accounts?

Waddell & Reed offers a transparent fee structure to meet our clients' diverse needs. Our accounts may have various fees depending...
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Help me with my Waddell & Reed customer service issue

Ask any question you have about Waddell & Reed customer service. We will do our best to get you answers right away.
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