Organize your financial life with a brokerage account.

Would you like a complete view of your investments and cash holdings so your finances are easier to control?

Like most people, you probably maintain a number of accounts, each to handle a different aspect of your finances. A brokerage solution can help you get organized.

Comprehensive account services

Through Waddell & Reed, we provide a full-service brokerage platform designed to help you manage your investments more efficiently. You’ll have access to a Corestone® asset management account. Corestone turns an ordinary investment account into a powerful asset management tool that consolidates your investing, checking and Visa® debit services into one convenient account.

Plus, all of your account activity is organized for you on one, comprehensive statement providing a complete picture of your portfolio — including your cash — empowering you to track and monitor your finances with ease.

A powerful solution to manage your finances, Corestone has four plan levels for individuals, each with its own features and money-saving benefits including:

  • Unlimited check writing
  • Direct deposit
  • Debit card
  • Travel assistance service
  • Cost-basis reporting
  • Year-end account summary statement
  • Online bill payment


Simplified money management

No matter the investment type, you will have all the power of an investment account plus the convenience of cash management features that allow you to:

  • View how much your money has earned
  • Track what your investments are worth
  • Know where your money is being spent
  • Measure investment performance quarterly
  • Prepare taxes accurately and easily

Cash Sweep Program

Waddell & Reed, Inc. makes available three different sweep options for the automatic investment of uninvested cash balances in customer accounts. If you do not select a cash sweep option when you open your account, any cash balances transferred to the account will be applied to the Dreyfus Insured Deposit Program by default. Some exceptions may apply.



This information is provided for informational and educational purposes only and may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to assist in understanding the issues discussed. Waddell & Reed does not provide tax advice. Waddell & Reed believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided.

All investing involves risk, including the possible loss of principal, and there is no guarantee that any investment strategy will be successful.

This information is provided for informational and educational purposes only. Waddell & Reed believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided.


Have a question about brokerage accounts? Contact us today!

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