Contact Us

Phone

Individual Investors

Account Information – You Have Options
We are working to ensure the health and safety of our employees and reduce the risk of business interruptions by social distancing the contact center staff and enabling remote working capabilities. As developments change and the situation continues to evolve, we appreciate your patience if you experience longer wait times. For questions that are not time-sensitive, feel free to email services@waddell.com.

Phone: 1-888-923-3355
Client service representatives are available Monday through Friday from 7:30 a.m. to 7:00 p.m. CST.

Account information is available online and through our 24 hour account information line at 888-923-3355, Option 2.

Advisor Services

Sales and Marketing Support:
1-800-532-2780
Retirement Plans Sales Support:
1-800-472-6330
Dealer Services:
1-888-923-3355
Account Information:
1-888-923-3355
Technical Support Help Desk:
800-532-2751

Contact your wholesaler

Mail

Mailing Address

Ivy Investments
PO Box 219722
Kansas City, MO 64121-9722

Overnight Deliveries

Ivy Investments
430 W 7th Street Suite 219722
Kansas City, MO 64105-1407

 

Please complete the form below to send a message to an Ivy client service representative. Maintaining your confidential information is important to us, and accordingly, all information contained within this message will be encrypted as a means of securing the information you provide. Because all information you send within this message will remain confidential, you may include personal or account information. However, we cannot provide personal account information in an e-mail response without compromising your privacy.

We will make every effort to respond to you within two business days of receipt of your message. While we read all messages, we generally respond only to questions. If you send us a suggestion or general comment, you may not receive a response. At this time, we cannot respond to or execute any transaction-related e-mail. If you are a current shareholder and wish to buy, sell or exchange shares, contact your financial advisor or call a client service representative (1-800-777-6472) for assistance. As always, we recommend that you contact your financial advisor before adjusting your portfolio.

United States addresses only, please. Because of SEC regulations, we can serve only persons with a United States address. Fields marked with an asterisk* are required.

Email

It may be necessary for us to contact you by phone in order to respond to your inquiry.