CLOSE OF DISTRIBUTION UPDATE (January 30, 2024)
FINAL UPDATE: The distribution phase is now completed. The distribution administrator can no longer issue or make payments from the Ivy Funds Remediation distribution.
Please NOTE: The distribution call center is now closed. If you have additional questions please contact Macquarie using the phone number located on your account statement.
DISTRIBUTION UPDATE (November 27, 2023)
ATTENTION: The Ivy Funds Remediation distribution is closing soon. If you need to have your check reissued, please contact the Administrator on or before December 19, 2023 at 866-511-6017, Monday through Friday, between 9:00 AM and 6:00PM ET. Please cash your original or reissued check before January 22, 2024 otherwise you will forfeit this payment.
NOTE: Please DO NOT try to negotiate your original or reissued check(s) after January 22, 2024 as the payment will no longer be valid and your banking institution may charge you a fee for presenting a stale dated check. Neither Waddell & Reed Services Company nor the Administrator will be responsible for fees that your bank may charge for presenting a check(s) after January 22, 2024.
This website is meant to provide information to affected investors pertaining to the Ivy Funds Remediation. You may navigate to each of the following pages by using the links below, or the tabs above:
This is the current page you are reviewing and is the main page for this website.
A brief summary of the event and Ivy Funds impacted.
Answers to the most "Frequently Asked Questions" regarding the reimbursement.
This page contains links to various documents that may assist affected investors in their understanding of the remediation.
Tax information for check payments and forms that may be required if a payment needs to be reissued. As always, you should consult with your financial advisor or tax professional to determine the appropriate tax treatment for your situation.
Contact information for the Administrator of the distribution.
