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Waddell & Reed Direct ISA

Individual CCC Client Employers

The Direct ISA is in place between Waddell & Reed and Portland Community College listed below allows Waddell & Reed receive exchanges, transfers, and rollovers contributions within the respective employer's 403(b) plan.

Please note:Waddell & Reed has an Umbrella CCC ISA in place, however that only applies to CCC Full Service Clients. (Portland Community College is a Selected Vendor CCC Client).

Click the link below to access the Waddell & Reed Direct ISA: