Purchase Shares

Review options for making ongoing investments.

Redeem Shares

Review options for redeeming shares.

Exchange Shares

Review options for making exchanges.

Confirm Account Activity

Learn how you will be informed about ongoing activity in your account(s).

IRA, SEP, Roth IRA, and SIMPLE IRA clients

These documents represent the Disclosure Statement for your Traditional IRA/SEP-IRA, Roth IRA, or SIMPLE IRA account with Ivy Investments.
IRA/SEP Disclosure Statement
Roth IRA Disclosure Statement
SIMPLE IRA Disclosure Statement

Check Writing Service

Read about available check writing privileges.

Reports & Statements

Learn about reports and statements available to existing shareholder.

Online account features

Explore the capabilities of online account access.

eDelivery

Enroll in eDelivery to receive Ivy Funds reports and statements electronically.

FINRA Mutual Fund Fee Calculator

The Fund Analyzer helps you sort through and compare mutual funds, exchange-traded funds, exchange-traded notes and money market funds