MANNING broker Accounts

Manning Account Type

　　Manning offers a variety of brokerage account types tailored to meet different investment needs. The main types include:

　　Full-Service Brokerage Accounts: These accounts provide clients with personalized advice and guidance from a dedicated financial advisor. Clients can benefit from tailored investment strategies and recommendations based on their financial goals.
　　Self-Directed Brokerage Accounts: Designed for clients who prefer to manage their investments independently, these accounts allow individuals to trade online without the assistance of an advisor. Clients can access research tools and insights to make informed decisions.
　　Investment Advisory Accounts: These accounts offer discretionary and non-discretionary advisory programs. In discretionary accounts, the advisor has the authority to make investment decisions on behalf of the client, while in non-discretionary accounts, the client retains control over investment decisions.

　　Opening a brokerage account with Manning is a straightforward process that typically involves the following steps:

　　Choose the Account Type: Determine which type of account best suits your investment strategy—whether it's full-service, self-directed, or an investment advisory account.
　　Complete the Application: Fill out the application form online or in person. You will need to provide personal information such as your name, address, Social Security number, and employment details.
　　Fund Your Account: After your application is approved, you will need to deposit funds into your account. This can usually be done via electronic transfer from your bank account, wire transfer, or by mailing a check.
　　Start Trading: Once your account is funded, you can begin trading. Depending on the account type, you may receive guidance from an advisor or manage your investments independently.

　　For more detailed information on account types and the opening process, you can visit the official Manning & Napier website.