Waddell & Reed Customer Service Issues

Archive 1

The following are issues that customers reported to GetHuman about Waddell & Reed customer service, archive #1. It includes a selection of 1 issue(s) reported September 18, 2020 onward. If you have a similar customer service issue, this page will help you find current, up-to-date answers and solutions too.
I need to update my account but cannot access it without my account number. Our paperwork has been stored away during our move, making it hard to locate. I have tried reaching out to the Bellevue, WA office with no success and emailed an agent without a response. I urgently require assistance since I am turning 70.5 and need to withdraw funds from my teacher's retirement account. I am willing to provide any necessary identification. I receive statements via email but am unable to log in to track activity. Kris Schilperoot was our previous agent, and I attempted to contact him at [redacted]. I hope for a callback, but I am unsure if he can assist since he is no longer affiliated with your company. My contact information is Vicki L. Doud (Husband Donald R. Doud), located at [redacted] NE 105th Ct., Redmond, WA [redacted], with a pending move to Heber, Utah.
Reported by GetHuman-loveyoga on viernes, 18 de septiembre de 2020 17:51

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