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IVY INVESTED Enrollment/Client Services

The Ivy InvestEd℠ 529 Plan is a tax-advantaged 529 education savings plan designed to help prepare for future education goals.

Enrollment

An Ivy InvestEd 529 Plan can be opened with as little as $250 per fund and subsequent investments do not have a minimum. Financial advisors can help clients set up an account with only $150 per fund and subsequently, a minimum of $50 per month, if an automatic monthly investment or Automatic Investment Service (AIS) is established. Additionally, if an account is established through payroll deduction or salary deferrals, there are no account minimums. Reminder: Periodic investment programs like AIS cannot guarantee a profit or protect against investment loss in a declining market.

Client services

The Ivy InvestEd 529 Plan offers a range of investment options designed to meet differing time horizons and risk tolerances. If an account owner is interested in making a gift contribution to an existing Ivy InvestEd 529 Plan account, he/she can complete the Ivy InvestEd 529 Plan Gift Contribution Form.

Contact information

1.888.923.3355

Automated account access and portfolio/fund information are available 24 hours a day. Client service representatives are available 7:30 a.m. to 7 p.m. CST, Monday through Friday.

Mailing Address
Ivy Investments
PO Box 291722
Kansas City, MO 64121-9722

E-mail your comments or questions


Significant Event On December 2, 2020, Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company, the investment adviser of the Ivy Funds, and Macquarie Management Holdings, Inc., the US holding company for Macquarie Group Limited’s US asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of Waddell & Reed Financial, Inc. (the “Transaction”). The Transaction closed on April 30, 2021. The InvestEd Portfolios and the Ivy Funds, as part of Delaware Funds by Macquarie, are now managed by Delaware Management Company, and Delaware Distributors, L.P. is now the distributor of the Ivy Funds and the InvestEd Portfolios. Ivy Distributors, Inc. remains the program manager and distributor to the Ivy InvestEdSM 529 Plan, which is part of AZ529, Arizona’s Education Savings Plan. Ivy Distributors, Inc. is one of multiple financial institutions eligible to offer investments under AZ529.

Risk factors: Past performance is not a guarantee of future results. An investment in the Ivy InvestEd 529 Plan is subject to risk. Your investment return and principal value will fluctuate, and your investment, when redeemed, may be worth more or less than your original cost.

The Ivy InvestEd 529 Plan is offered by Ivy Distributors, Inc. as part of AZ529, Arizona’s Education Savings Plan. Ivy Distributors, Inc. is one of multiple financial institutions eligible to offer investments under AZ529.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the Ivy InvestEd 529 Plan. This and other information is found in the InvestEd Portfolios prospectus, and the Ivy Funds prospectus, the Ivy InvestEd 529 Plan Program Overview, and the InvestEd 529 Plan Account Application. All of these items are available from these links or from a financial professional. Please read the prospectus carefully before investing.

Before investing, non-residents or taxpayers of states other than Arizona should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors than those offered under the Ivy InvestEdSM 529 Plan. Please consult your tax professional regarding your personal tax situation.

Accounts are not insured by the State of Arizona, AZ529, Arizona’s Education Savings Plan, the Arizona State Treasurer’s Office or any other governmental entity, Ivy Distributors, Inc., or any affiliated or related party, and neither the principal deposited nor any investment return is guaranteed by any of the above referenced parties. The Arizona State Treasurer’s Office is the Administrator of AZ529, Arizona’s Education Savings Plan.

The information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to assist in the understanding the issues discussed. Ivy Distributors, Inc., nor their associates offer tax, legal, or accounting advice. You may want to consult with your accountant or tax professional to discuss your personal situation. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance.

Sours: https://www.ivyinvestments.com/content/ivy-invested-enrollmentclient-services
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Sours: https://www.ivyinvestments.com/
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Ivy Investments

 

Past performance is no guarantee of future results.

Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction.

Significant Event On December 2, 2020, Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company, the investment adviser of the Ivy Funds, and Macquarie Management Holdings, Inc., the US holding company for Macquarie Group Limited’s US asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of Waddell & Reed Financial, Inc. (the “Transaction”). The Transaction closed on April 30, 2021. The Ivy Funds, as part of Delaware Funds by Macquarie, are now managed by Delaware Management Company and distributed by Delaware Distributors, L.P.

Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund or portfolio. This and other important information is contained in the prospectus and summary prospectus, which may be obtained here or from a financial professional. Read it carefully before investing.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM, through its affiliates, operates as a full-service asset manager offering a diverse range of products. Macquarie Investment Management (“MIM”) is the marketing name for certain companies comprising the asset management division of Macquarie Group. Investment products and advisory services are distributed and offered by and referred through affiliates which include Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (“FINRA”) and Macquarie Investment Management Business Trust (“MIMBT”), a Securities and Exchange Commission (“SEC”)-registered investment advisor. Investment advisory services are provided by a series of MIMBT. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by Macquarie refers to certain investment solutions that MIM distributes, offers, refers, or advises.

IVY INVESTMENTS℠ refers to the investment management and investment advisory services offered by MIMBT through its various series.

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

© 2021 Macquarie Management Holdings, Inc.

Not FDIC Insured • No Bank Guarantee • May Lose Value

We use our own and third-party cookies to show you advertising tailored to your browsing experience and to have the best experience on our website.

Sours: https://www.ivyinvestments.com/content/forms
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Contact Us

Past performance is no guarantee of future results. 

Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. 

Significant Event On December 2, 2020, Waddell & Reed Financial, Inc. (“WDR”), the parent company of Ivy Investment Management Company (“Ivy”), and Macquarie Management Holdings, Inc., the U.S. holding company for Macquarie Group Limited’s U.S. asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of WDR (the “Transaction”). The Transaction closed April 30, 2021. Post close, US mutual funds managed by Ivy will be directly managed by other Macquarie entities, however, Ivy continues to provide investment advisory services to certain institutional and model portfolio accounts as part of Macquarie.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM, through its affiliates, operates as a full-service asset manager offering a diverse range of products. Macquarie Investment Management (MIM), a member of Macquarie Group, refers to certain companies comprising the asset management division of Macquarie Group Limited and its subsidiaries and affiliates worldwide. Institutional investment management is provided by Macquarie Investment Management Advisers (MIMA), a series of MIMBT. MIMBT is a US registered investment advisor and may not be able to provide investment advisory services to certain clients in certain jurisdictions.

IVY INVESTMENTS℠ refers to the investment management and investment advisory services offered by MIMBT through its various series.

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

Sours: https://institutional.ivyinvestments.com/ContactUs

Investments address ivy

An investor account may only be opened through a registered financial advisor. There are several ways you can purchase shares with an existing account.

Online

Once you have registered for online account access you can manage your accounts through our website at your convenience. Refer to Online Account Features for additional information.

Mail

Send your check, made payable to Ivy Funds, along with the top portion of your Transaction Confirmation or the last page of your Quarterly Statement, to Client Services, PO Box 29217, Shawnee Mission, KS 66201-9217. Please do not mail cash.

Wire

We accept wired monies of $1,000 or more for money market accounts.

Phone

You can make purchases by phone by speaking to a Client Services Representative at 1-800-777-6472. Customer Service Representatives are available Monday through Friday 7:30 a.m. 7:00 p.m. CST.

Automatic Bank Draft

Our Automatic Investment Service (AIS) authorizes drafting of your checking account for a specified amount to be invested regularly on a day determined by you. This service may be increased, changed, suspended or terminated by you at any time. To establish AIS, the initial investment is $50.00 per fund and a minimum investment of $25.00 for all subsequent investments.

Automatic Reinvestment

One of the most convenient ways to build the value of your account is to elect to automatically reinvest dividends and capital gains distributions. We reinvest them without a sales charge.

Reinvesting Redeemed Shares

If you have received money through the redemption of Class A Shares of an Ivy Fund, you may reinvest all or part of that money into the same class of shares of the same Ivy Fund without incurring an additional sales charge. You must exercise this one-time privilege within 45 days of the redemption. This does not reverse the redemption and you’re still responsible for taxes related to the gain or loss on the redemption.

If an Ivy Fund Class B or Class C shareholder reinvests all or part of a redemption amount in the same class of shares of the same fund within 45 days of the redemption, then the amount of the deferred sales charge, if any, attributable to the amount reinvested will be reimbursed to the account.

This is a one-time privilege. A reinvestment under this privilege will be treated as a new investment for purposes of computing any future deferred sales charges.

Sours: https://www.ivyinvestments.com/purchase-shares
Ivy Funds - Global Rebalancing

Note: In order to save any forms completed electronically, you must use Adobe Acrobat version 7 or higher. You can download the most recent version at adobe.com.

Popular Forms

Redemption form

IRA / ESA withdrawal form

Express Transaction form

All Account Types

Maintenance

Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address.

Express Transaction Form

Use this form to establish telephone & internet options on an account

60 Day Reinvestment Form

Use this form to exercise your 60-day reinvestment privilege and reinvest redemption proceeds at the current net asset value without an initial sales charge.

One-Time Transactions

Systematic Transactions

Retirement Accounts

One-Time Transactions

403(b)(7) Custodial Account Agreement

Coverdell ESA Custodial Account Agreement

Exchange Account Service Request

Use this form to process a one-time exchange in a Non-Retirement, Retirement, or Coverdell account

IRA/ESA Transfer Request

Use this form for a one-time transfer out of an IRA (Traditional, Roth, SIMPLE or SEP), Coverdell, or Inherited IRA’s into an existing account

IRA/ESA Withdrawal Request

Use this form for a one-time distribution from an IRA (Traditional, Roth, SIMPLE or SEP), Coverdell, or Inherited IRA’s

Qualified Plan Transfer Request

Use this form for a one-time redemption from a TSA, 457, TSA 403B, Roth TSA, Exclusive K, 401K Roth 401K, PSP, MPP, or a Defined Benefit Plan.

Roth IRA Custodial Account Agreement

SIMPLE IRA Custodial Account Agreement

Traditional & SEP IRA Custodial Account Agreement

Systematic Transactions

Automatic Investment Service Form

Use this form to establish, cancel, defer, or make a change for an Automatic Investment Service

Flexible Withdrawal Service From

Use this form to establish, cancel, defer, or make a change for a Flexible Withdrawal Service for Retirement & Non-Retirement Accounts

Systematic Exchange Service Form

Use this form to establish, cancel, defer, or make a change for a Systematic Exchange Service

Beneficiary Life Expectancy FWS

Use this form to establish, cancel, defer, or make a change for Ivy Funds Direct to Fund Required Minimum Distribution Program for Inherited accounts

Dividend / Capital Gain Distribution Options Form

Use this form to establish or update dividends and capital gains distributions options.

Maintenance

Express Transaction Form

Use this form to establish telephone & internet options on an account

Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address

Beneficiary Designation for Individual Retirement Accounts

Use this form to establish or change a beneficiary designation an IRA (Traditional, Roth, SIMPLE or SEP) Coverdell, TSA 403B, Roth 403B, or Governmental 457

Beneficiary Designation for Qualified Retirement Plans

Use this form to establish or change a beneficiary designation for Exclusive K, 401K Roth 401K, PSP, MPP, Defined Benefit Plan, etc.

Successor Beneficiary Designation Form

Use this form to establish or change a beneficiary designation on an Inherited IRA (Traditional, Roth, SIMPLE or SEP), TSA 403B, Roth 403B, & Gov. 457

Non-Retirement Accounts

One-Time Transactions

Systematic Transactions

Automatic Investment Service Form

Use this form to establish, cancel, defer, or make a change for an Automatic Investment Service

Flexible Withdrawal Service From

Use this form to establish, cancel, defer, or make a change for a Flexible Withdrawal Service for Retirement & Non-Retirement Accounts

Systematic Exchange Service Form

Use this form to establish, cancel, defer, or make a change for a Systematic Exchange Service

Dividend / Capital Gain Distribution Options Form

Use this form to establish or update dividends and capital gains distributions options

Maintenance

InvestEd 529 Plan Accounts

One-Time Transactions

Systematic Transactions

Maintenance

Express Transaction Form

Use this form to establish telephone & internet options on an account

Account Maintenance Form

Use this form for non-financial maintenance such as updating a Shareholder’s name, address, date of birth, SSN, bank information or to add an additional mailing address.

Sours: https://www.ivyinvestments.com/forms

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Past performance is no guarantee of future results.

Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction.

Significant Event On December 2, 2020, Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company, the investment adviser of the Ivy Funds, and Macquarie Management Holdings, Inc., the US holding company for Macquarie Group Limited’s US asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of Waddell & Reed Financial, Inc. (the “Transaction”). The Transaction closed on April 30, 2021. The Ivy Funds, as part of Delaware Funds by Macquarie, are now managed by Delaware Management Company and distributed by Delaware Distributors, L.P.

Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund or portfolio. This and other important information is contained in the prospectus and summary prospectus, which may be obtained here or from a financial professional. Read it carefully before investing.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM, through its affiliates, operates as a full-service asset manager offering a diverse range of products. Macquarie Investment Management (“MIM”) is the marketing name for certain companies comprising the asset management division of Macquarie Group. Investment products and advisory services are distributed and offered by and referred through affiliates which include Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (“FINRA”) and Macquarie Investment Management Business Trust (“MIMBT”), a Securities and Exchange Commission (“SEC”)-registered investment advisor. Investment advisory services are provided by a series of MIMBT. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by Macquarie refers to certain investment solutions that MIM distributes, offers, refers, or advises.

IVY INVESTMENTS℠ refers to the investment management and investment advisory services offered by MIMBT through its various series.

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

© 2021 Macquarie Management Holdings, Inc.

Not FDIC Insured • No Bank Guarantee • May Lose Value

We use our own and third-party cookies to show you advertising tailored to your browsing experience and to have the best experience on our website.

Sours: https://www.ivyinvestments.com/company-news
ivy investments address


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