An investor account may only be opened through a registered financial advisor. Once you have established an account, you can continue to manage transactions through your financial advisor or directly with us. Following are a variety of forms to assist you in managing your existing account(s).
Note: In order to save any forms completed electronically, you must use Adobe Acrobat version 7 or higher. You can download the most recent version at adobe.com.
All Account Types
Establish automatic investments into your existing account through electronic transfers from your checking or savings account.
Establish systematic withdrawals from your existing account distributed to you via regular check or money electronically deposited to your local bank account.
Establish or update dividends and capital gains distributions options.
Use this form for a variety of account requests including redemption, address change, exchange, transfers and changes to distribution options.
Transfer assets from an existing IRA to an Ivy Funds IRA.
Name or change successor beneficiaries.
Use this form to request a distribution from your individual retirement account.
InvestEd 529 Plan Accounts
Change the investment strategy of your InvestEd account.
Change the beneficiaries on your InvestEd account.
Request a distribution from your InvestEd account.