What types of accounts can I open with Eaton Vance?
Asked 3 months ago
Eaton Vance offers a variety of account types to meet the diverse needs of its clients. Investors can typically open individual brokerage accounts, which can be utilized for personal investing purposes. For those looking to save for retirement, Eaton Vance provides options for individual retirement accounts, commonly known as IRAs, including traditional and Roth IRAs. These accounts allow for tax-advantaged savings for retirement.
In addition to individual accounts, Eaton Vance offers accounts for joint ownership, which can be beneficial for couples or partners wishing to manage their investments together. Trust accounts are also available for clients who want to manage assets held in trust. Furthermore, there may be options for custodial accounts, which are designed for minors and managed by an adult until the child reaches a certain age.
For institutional clients, Eaton Vance often provides tailored investment management services through institutional accounts. Each account type has distinct features and benefits, so it is wise for potential investors to review the specific details and requirements associated with each option. For the most accurate and updated information regarding account offerings, it is advisable to visit the current Eaton Vance web page.
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