Neuberger Berman Account Types

　　Neuberger Berman offers various account types tailored to meet the diverse needs of investors. These include:

• Individual Accounts: Designed for personal investment, typically requiring a minimum investment amount.
• Joint Accounts: For two or more individuals, allowing shared access and management of the investment.
• Retirement Accounts: Such as IRAs, which provide tax advantages for retirement savings.
• Institutional Accounts: Tailored for businesses, pension plans, and other institutional investors, often with higher minimum investment requirements.
• Custodial Accounts: Managed on behalf of minors until they reach the age of majority.

　　The minimum investment varies by account type, with individual accounts generally starting at $1 million, while wrap accounts may require between $100,000 to $250,000.

　　

Neuberger Berman Broker Account Opening Process

　　Opening a broker account with Neuberger Berman is a straightforward process. Here are the steps involved:

• Choose Your Account Type: Decide on the type of account that best suits your investment needs (individual, joint, retirement, institutional, or custodial).
• Gather Required Information: Prepare the necessary documents, including:
• Valid street mailing address
• Names and birthdates of account owners and beneficiaries
• Checking or savings account and routing numbers
• Complete the Application: You can open an account either online or via mail:
• Online: Use the secure online account opening process on Neuberger Berman's website.
• By Mail: Download and complete the account opening documents and send them to Neuberger Berman.
• Fund Your Account: Once your account is set up, you can fund it through an ACH transfer from your checking or savings account, which will be completed within two days.
• Contact for Assistance: If you have questions during the process, you can call Neuberger Berman's customer service at 800-877-9700.

　　For more detailed information on account types and the opening process, visit Neuberger Berman's website.