LPL Transition
WADDELL TO LPL
Everything you need to know.
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What Remains the SAME for All Clients?
What's New for SOME Clients?
What's New for MOST Clients?
*Disclaimer: this video was filmed prior to the official merger in July 2021. However, you still
may find that it contains relevant and helpful information about the transition.
FREQUENTLY ASKED QUESTIONS
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1. Will the V&V contact info change?
All our contact info -- at both offices -- will remain the same.
2. How will my monthly distributions change?
Banking information registered with Waddell & Reed has carried over to LPL, but it is still good practice to confirm its accuracy. If you have any questions, give us a call!
3. Will my check-writing capabilities change?
We will need to issue you a new checkbook. If our team hasn't already contacted you, please give us a call to get it set up.
4. Will my insurance or annuity contracts change?
No changes will be made to insurance or annuity contracts.