William O. B. Colton

Hours of Operation

Mon-Fri 8am-5pm, Sat Closed, Sun Closed

Investing. With a Plan.

Products and Services

One of the great benefits of investing with Waddell & Reed is the ability to manage your account through our online account management system. This section explains the various features offered within the system. Please note that due to the nature of certain account types, some of the functionality listed below may not be available.

Portfolio Summary

View a snapshot of all of your accounts.

Portfolio History

Request the history for all accounts within your portfolio for various time periods (for example, previous business day, previous seven days or previous 30 days).

Fund Detail

Access a summary of an individual fund or account, including account number, fund name, balance as-of date, share value, price (or Net Asset Value) and total account value.

Fund History

View the history of the fund or account, including transaction description, trade date, price of the transaction, dollar amount, number of shares and running share balance.

Download Account Data

Download Fund Histories for import into Quicken, Microsoft Money or Excel. Quicken 2004 and Microsoft Money 2006 and previous versions are currently supported. Effective with Quicken 2005, the format has changed. Unfortunately, we are unable to support this new format. However, we will continue to support all Quicken formats through 2004. We apologize for any inconvenience

Average Cost

View the average cost for a fund, i.e., or account, including last calculation date.

About William O. B. Colton

As an investor with Waddell & Reed, you get a multitude of investment account services designed to simplify and enhance the management of your accounts. Learn about each service in this section.

BASIC SERVICES - Find out about our account services. Service Information, Transactions Processing, Reports & Statements

ONLINE ACCOUNT FEATURES - Find out about our convenient online account services.

TOLL-FREE INFORMATION LINE - Learn about our automated telephone customer service system -- a handy alternative when you don't have Web access.

eDELIVERY - Electronic statements and shareholder reports. Click here to sign up.
How do I sign up?

First time user?
* Click First Time Users and then select Create Pin Or enter your Social Security Number and PIN (click Log In) in the 'Access Your Account' box
* From the Account Portfolio page, click eDelivery
* Enter And Confirm Your Email Address
* Select to receive either your Quarterly Consolidated Statements or your Prospectus/Semi/Annual Reports or both!
* Click Submit- (you'll have a chance to verify your selections and receive confirmation online and via email)

It's as simple as that! Sign up today and take advantage of Waddell & Reed's eDelivery!

Nationwide Financial Service Center - Access your account with Nationwide

Securian/Minnesota Life Client Info Center - Access your account with Securian/Minnesota Life

Tax Resources