While we firmly believe in the importance of a continuous planning process and the value of long-term investing, we also feel you should have access to consolidated, detailed account information at any time. With that in mind, COMPASS provides convenient and timely information in an easy-to-understand format.
COMPASS has a simplified report that shows quarter to date, year to date and lifetime performance of your accounts. This is a client favorite!
Waddell & Reed is not affiliated with COMPASS. 02/20