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Waddell & Reed/ Ivy Funds Direct ISA

Individual CCC Client Employers

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

Please note: Waddell & Reed/ Ivy Funds has an Umbrella CCC ISA in place, however that only applies to CCC Full Service Clients and allow for exchanges and transfers to all Umbrella CCC ISA vendors. However, the Employers appearing below sponsor a Selected Vendor 403(b) Plan, which only allow for exchanges, transfers, and rollovers contribution to a select list of vendors, including Waddell & Reed/ Ivy Funds.

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



Page Last Modified: 9/9/2014 3:24:45 PM