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NetXInvestor is an online investor platform enabling you to access account information, view trade status, get quotes, perform market research, read news and much more. You can also view your account, tax statements, and trade confirmations and more online.

You will only have access to NetXInvestor if you hold a Pershing, LLC account with us. If you have any questions regarding the differences between Pershing and DST (Ivy Investments) accounts, please contact Amy at

If you need assistance setting up your NetxInvestor account, you can access our step-by-step instructions by clicking here.


Waddell & Reed is not affiliated with NetXInvestor, Pershing, LLC, or DST.  Waddell & Reed and Ivy Investments are affiliated firms.  02/20