Choose a Role

Opening An Account

New to Lord Abbett? It’s easy to start investing with Lord Abbett. Your financial advisor can help you set up a new Lord Abbett account and provide guidance in selecting the right funds based on your goals, risk tolerance, time horizon and financial needs.

Four Easy Steps to Open an Account

Your financial advisor can help you set up a new Lord Abbett account and provide guidance in selecting the right funds for your goals and situation.

Step 1: Talk to Your Advisor

Discuss your financial goals with your advisor to determine which investments and type of account is right for you. Your financial professional can help you build a diversified portfolio of investments designed to meet your goals

Step 2: Review & Discuss Funds

You and your financial advisor should review and discuss which Lord Abbett mutual funds are best suited for your portfolio. Investment decisions should be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance. Investors should carefully consider and read a fund’s investment objectives, risks, charges and expenses before investing. This and other important information is contained in each fund’s summary prospectus and prospectus, which can be obtained from your financial advisor.

Step 3: Select Accounts & Investments

Select the appropriate account application to open your Lord Abbett account. All of our forms can be found in the Resources section. If you don't see the form or application you need, please contact us at1-888-522-2388.

Step 4: Submit Forms with Your Advisor

Complete your application, review it with your financial advisor, and then send your application and a check (made payable to "Lord Abbett") to us. Once we establish your account, we will send you a welcome letter and a confirmation statement with your account number and investment confirmation. You may also register at our website to view your account online.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Lord Abbett Funds. This and other important information is contained in the fund's summary prospectus and/or prospectus. Click here to obtain a prospectus or summary prospectus on any Lord Abbett mutual fund or contact your investment professional or Lord Abbett Distributor LLC at 888-522-2388. Read the prospectus carefully before you invest or send money.

Not FDIC-Insured. May lose value. Not guaranteed by any bank. Lord Abbett mutual funds are distributed by Lord Abbett Distributor LLC. For U.S. residents only.

The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett’s products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product or service may be appropriate for your circumstances.