Cohen & Steers Account Type

Cohen & Steers offers various types of accounts tailored to meet the needs of different investors. The primary account types include:

• Individual Accounts: Designed for single investors, these accounts allow individuals to manage their investments directly.
• Joint Accounts: These accounts are shared by two or more individuals, enabling collaborative investment strategies.
• Trust Accounts: For managing assets held in a trust, these accounts ensure compliance with trust agreements and fiduciary responsibilities.
• Corporate Accounts: Tailored for businesses, these accounts facilitate investment management aligned with corporate objectives.
• Retirement Accounts: These accounts include IRAs and other retirement-focused options, providing tax advantages for long-term savings.

Each account type may have specific minimum investment requirements and fee structures, allowing investors to select the best option based on their financial goals and investment strategies.

Cohen & Steers Broker Account Opening Process

Opening an account with Cohen & Steers involves a straightforward process designed to facilitate a smooth onboarding experience for investors. Here are the steps to follow:

• Complete the Application: Investors must fill out an application form that collects personal information, including name, date of birth, and contact details.
• Provide Identification: To comply with regulatory requirements, you will need to submit identification documents such as a driver's license or passport.
• Select Account Type: Choose the account type that best fits your investment needs from the options available (individual, joint, trust, corporate, or retirement accounts).
• Fund Your Account: After your application is approved, you will need to deposit funds into your account. This can typically be done via bank transfer or other accepted methods.
• Review and Confirm: Once your account is funded, review your account details and confirm that all information is accurate before you begin trading.

By following these steps, you can successfully open an account with Cohen & Steers and start investing in a variety of financial products tailored to your investment goals.