Disclosures & Privacy

Business Continuity Plan

Waddell & Reed is committed to its business continuity program, which is designed to minimize the effects of any significant business interruption and associated impacts and enable critical operations to resume quickly in the event such an interruption occurs.

Legal Information

Corporate Entities, SEC-Required Report on Routing of Customer Orders, Annual Review of Management Fees, Proxy Voting Results

Privacy Center

We believe the confidentiality and protection of customer information is one of our fundamental responsibilities.

Terms and Conditions

Disclaimers, Intellectual Property Rights, Social Media, Account Security