Broker Check

Client Account Access

Wealth Management Site: Login to your personal Financial Planning Website.

COMPASS: Welcome to COMPASS - Comprehensive Portfolio Aggregation ServicesSM.

Waddell & Reed/Pershing Brokerage Account: Login to your Waddell & Reed Brokerage accounts on the Pershing platform. If you have questions please contact us at (877) 371-0087.

Waddell & Reed Accounts: Login to your Waddell & Reed accounts. If you have questions please contact us at (877) 371-0087.

Minnesota Life: Minnesota Life Insurance, Annuity and Securian Retirement accounts. Click on "account access" at the top of the page.

Nationwide: Nationwide Life Insurance and Annuity accounts.


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