What documents do I need to open an account with AllianceBernstein?

Asked 5 months ago
To open an account with AllianceBernstein, you will typically need to provide several key documents and pieces of information to ensure compliance with regulatory requirements and to verify your identity. Firstly, an official form of identification, such as a government-issued photo ID, is essential. This can be a driver's license or a passport. Additionally, you will need to provide a social security number or taxpayer identification number to establish your identity for tax purposes. You may also be required to submit proof of address, which can be documented through utility bills or bank statements that clearly display your name and current residential address. Depending on the type of account you wish to open, financial information detailing your income, net worth, and investment objectives may also be necessary. It is always good practice to look on the current web page for the most accurate and specific information regarding documentation required to open an account at AllianceBernstein, as requirements may vary based on account types and individual circumstances.
Jeff Whelpley is the editor / author responsible for this content.
Answered Jul 1, 2025

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