Brokerage services

You're determined to take your business to the next level − our brokerage solutions can help you get there. Whether you are offering stocks, bonds, mutual funds, annuities, separately managed accounts or other products, you'll be able to provide your clients the power of an investment account plus the convenience of cash management features − offering you a better understanding of your client's complete financial situation.

Cash Management Account

ProCash Plus™ is a robust asset management tool that combines investments, checking, savings and spending all in a single account. Based on their needs, your clients can select a Platinum, Gold or Silver account with varying service levels.

Features and benefits include:

  • Unlimited check writing
  • No per-check minimums
  • Daily cash sweep
  • Direct deposit
  • Excess account protection
  • Debit card
  • MasterCard travel assistance service
  • Cost-basis calculation
  • Year-end account summary statement
  • No annual maintenance fee IRA
  • 24/7 live customer service

In addition, your clients can take advantage of these optional offerings to maximize their ProCash Plus™ account.

  • BillSuite™ Online Bill Payment and Presentment Service
  • RewardSuite™ Points-Based Loyalty Program
  • SelectLink® Comprehensive Account Summary
  • EasyPay™ Funds Transfer System

Trust Services

Through Securian Trust Company, we offer personal trust services to meet the needs of individuals and their families. Securian offers a comprehensive program that includes your ongoing participation, access to a wide range of investment opportunities and administration by an experienced trust administrative officer. Not only does this offering enhance your estate planning capabilities, it also gives you the opportunity to retain assets as money is passed from one generation to the next.

As you can see, Waddell & Reed offers integrated and comprehensive products and services across all disciplines. We leverage the best internal and external expertise to give you the power to deliver what your clients want and need.