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Welcome to the Lord Abbett online Account Service Center. Here, you can find information about how we work with our clients—and get answers to key account servicing and transactional questions.
Whether you're new to Lord Abbett, or are an existing client looking to find out more about our account features and benefits, this section can help you get started.
Please select an FAQ Category above in the dropdown menu.
Choose from the categories on the left to see frequently asked questions and click to view the related answers.
Fax: (816) 843-7248
Email: lawork@dstsystems.com
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon - Fri).
To open and fund an account in the same day, choose Automated Clearing House (ACH) funding in Step 6 of the General Mutual Fund Application.
Your application must be received by Lord Abbett before the New York Stock Exchange closes (generally 4:00 p.m. EST) in order to receive that day's closing price and must be in good order.
Fax: (816) 843-7248
Email: lawork@dstsystems.com
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon - Fri).
You will receive a welcome email from Lord Abbett within 24 hours of account activation if you provided your email address on the account application.
If no email was provided please contact a Lord Abbett representative.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon - Fri).
To set up your account with a transfer on death beneficiary, please complete step 1 of the General Mutual Fund Application.
A Transfer on Death (TOD) account allows you to transfer your account to a beneficiary without the costs or delays of a probate proceeding. You can designate a beneficiary(ies) and authorize the transfer of account ownership upon death when establishing a new account.
Fax: (816) 843-7248
Email: lawork@dstsystems.com
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon - Fri).
You can view your account activity, manage your investments, and administer your Lord Abbett accounts.
To access your account or register, go to My Account. You will be required to enter your User ID and password.
To register for online access, go to My Account. You will be required to enter your account number. Your account number can be found on your quarterly account statement.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon - Fri).
You can now open a related Lord Abbett account online.
You may open another account by logging at the My Account page, then selecting Setup New Account on the Portfolio Overview Page.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon - Fri).
You may add or update your banking information by logging in at the My Account page. Once you have logged in, you will be able to add or update banking information.
You can also change the bank account linked to your Lord Abbett account by completing the Bank Authorization Update form.
Fax: (816) 218-0072
E-mail: laretirementservices@dstsystems.com
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon - Fri).
To change the name on your account complete and mail in the Name-Change Request form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may change your address by logging in at the My Account page. Once you have logged in you will be able to add or update address information.
You may also send us a letter of instruction providing us with your new address information. The letter will need to be signed by all applicable shareholders.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6 p.m. EST, Mon - Fri).
To change an existing beneficiary designation or add a new beneficiary to an existing account, please complete and mail in the Transfer on Death form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6 p.m. EST, Mon - Fri).
You may send us a letter stating the person has now reached the age of majority and the account should be re-registered in his/her name, along with a copy of the child's driver license. The letter of instruction should be signed by the custodian of the account.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon - Fri).
To change the broker of record on your account, please complete and mail in the Change of Dealer Authorization form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. – 6:00 p.m. EST, Mon-Fri)
To add check writing to your account, please complete and mail in the Enroll in Check Writing Privileges form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. – 6:00 p.m. EST, Mon-Fri)
You may make a purchase into your account by logging in at the My Account page. On the Portfolio Overview page click on Select under Take Action for the fund that you would like to purchase into.
If you’d like to make a purchase by check please make mail the check with a letter of instruction, indicating your account number and which fund you’d like to make the purchase into. All checks must be made out to Lord Abbett.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may set up a systematic purchase into your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail.
You may also set up a systematic purchase by completing and mailing in the ACH Electronic Funds Transfer form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may exchange between funds in your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name that you’d like to exchange from then click Your Fund Detail.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may set up a systematic exchange on your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then click Your Fund Detail.
You may also set up a systematic exchange completing and mailing in the Systematic Exchange Authorization form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may make a redemption from your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail.
You may also make a redemption by completing and mailing in the Redemption Request form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may set up a systematic redemption on your account by logging in at the My Account page. . On the Portfolio Overview page click on the Fund Name then Your Fund Detail.
You may also set up a systematic redemption by completing and mailing in the Systematic Distribution from a Non-Retirement Account form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon- Fri).
The executor or beneficiary of the account will need to fill out the Mutual Fund Distribution Due to Death form.
Please note: Lord Abbett will not need an original or certified death certificate if the form is Medallion Signature Guaranteed. Lord Abbett will need an original or certified death certificate if the form is Signature Guaranteed.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon- Fri).
To change your dividend options log in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail. Under Take Action click on Dividends & Cap Gains Options.
You may also send Lord Abbett a letter of instruction providing us with how you would like to treat your dividends and capital gains (reinvest/cash). The letter will need to be signed by all applicable shareholders.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may set up a dividend move from Lord Abbett fund to another Lord Abbett Fund by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail. Under Take Action click on Dividends & Cap Gains Options.
You may also invest dividends from one fund into another Lord Abbett Fund by completing and mailing in the Div Move Authorization form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. – 6:00 p.m. EST, Mon-Fri).
To change your social security number to a User ID click on Register now or enter your social security number on the My Account Page and you will be prompted to convert your account. Please note, you will need your account number in order to complete the process. Your account number can be found on your most recent statement.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
Account balance - View your account balance on-line at your convenience any time of the day. Dividend and Capital - View your history of capital gains and earned dividends earned in your account. E-delivery enrollment - Enroll in e-delivery and receive an email of your prospectus, tax forms, annual reports, statements and daily confirms. Lord Abbett provides a history of 3 years of Quarterly Statements and Tax Forms.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may reset your password by clicking on Forgot Password, you will be promoted to enter your User ID.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may check your average cost basis by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
A 1099 is only produced when your account produces $10 or more in total dividends.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may order a duplicate statement by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail. Under Take Action then click Statement.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
Turbo Tax and HR Block services are available for your convenience on our website.
You may download tax information to either TurboTax or HR Block by visiting our Tax Center.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may close your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail. Click on Redeem Shares to redeem all shares.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You can sign up for e-delivery so that Lord Abbett will notify you when your mail is ready.
You can enroll in our e-delivery solution by going to www.lordabbett.com/investor and using your user ID and password. Once you have completed the log-in process, you will be directed to the “Portfolio Overview” page, where you can select “Paperless Options” from the “View Option” on the right side of the page. There, you will select “Go “and begin the e-delivery enrollment process by following these steps:
That’s all there is to it. You can return at any time to update, add, or delete any of these options by following the same instructions above.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
Please select an FAQ Category above in the dropdown menu.
Choose from the categories on the left to see frequently asked questions and click to view the related answers.
To open an IRA, Roth IRA, SEP IRA, Rollover IRA or Decedent IRA, please complete the IRA Application.
Fax: (816) 843-7248
Email: lawork@dstsystems.com
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You can open a qualified account in the same day by funding your account electronically.
To open and fund an account in the same day, choose Automated Clearing House (ACH) funding in Step 7 of the IRA Application.
Your application must be received by Lord Abbett before the New York Stock Exchange closes (generally 4:00 p.m. EST) in order to receive that day's closing price and must be in good order.
Fax: (816) 843-7248
Email: lawork@dstsystems.com
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You will receive a welcome e-mail from Lord Abbett within 24 hours of account activation if you provided your e-mail address on the account application.
If you did not provide an e-mail address, please contact a Lord Abbett representative.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You can view your account activity, manage your investments and administer your Lord Abbett accounts online.
To access your account, go to My Account and login. You will be required to enter your User ID and password.
If you are not registered, go to My Account and click on the "Register Now" button. You will be required to enter your account number. Your account number can be found on your quarterly account statement.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You can now open a Lord Abbett account online if you have an existing account.
You may open another account by logging in from the My Account page, then selecting "Setup New Account" from the Portfolio Overview Page.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may add or update your banking information by logging in from My Account page. Once you have logged in, you will be able to add or update banking information.
You can also change the bank account linked to your Lord Abbett account by completing the Bank Authorization Update form.
Fax: (816) 843-7248
Email: lawork@dstsystems.com
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
To change the name on your account, complete and mail in the Name-Change Request form.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may change your address by logging in at the My Account page. Once you have logged in you will be able to add or update address information.
You may also send us a letter of instruction providing us with your new address information. The letter will need to be signed by all applicable shareholders.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
To change the broker of record on your account, please complete and mail in the Change of Dealer Authorization form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
To change an existing beneficiary designation or add a new beneficiary to an existing account, please complete and mail in the Assign and Update Beneficiary Designation form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may exchange between funds in your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name that you'd like to exchange from then click Your Fund Detail.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may make a purchase into your account by logging in at the My Account page. On the Portfolio Overview page click on Select under Take Action for the fund that you would like to purchase into.
If you'd like to make a purchase by check please make mail the check with a letter of instruction, indicating your account number, contribution year and which fund you'd like to make the purchase into. All checks must be made out to Lord Abbett.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may set up a dividend move from Lord Abbett fund to another Lord Abbett Fund by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail. Under Take Action click on Dividends & Cap Gains Options.
You may also invest dividends from one fund into another Lord Abbett Fund by completing and mailing in the Div Move Authorization form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may set up a systematic purchase into your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail.
You may also set up a systematic purchase by completing and mailing in the ACH Electronic Funds Transfer form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may set up a systematic exchange on your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then click Your Fund Detail.
You may also set up a systematic exchange completing and mailing in the Systematic Exchange Authorization form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may make a redemption from your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail.
You may also make a redemption by completing and mailing in the IRA One-Time Distribution form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may set up a systematic redemption on your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail.
You may also set up a systematic redemption by completing and mailing in the IRA Systematic Distribution form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
To convert your IRA to a Roth IRA please complete and mail in the Roth IRA Conversion form.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
Each beneficiary on the account will need to fill out an IRA Distribution Due to Death form.
Please note: Lord Abbett will not need an original or certified death certificate if the form is Medallion Signature Guaranteed. Lord Abbett will need an original or certified death certificate if the form is Signature Guaranteed.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
To change your dividend options log in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail. Under Take Action click on Dividends & Cap Gains Options.
You may also send Lord Abbett a letter of instruction providing us with how you would like to treat your dividends and capital gains (reinvest/cash). The letter will need to be signed by all applicable shareholders.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
To change your social security number to a User ID click on Register now or enter your social security number on the My Account Page and you will be prompted to convert your account. Please note, you will need your account number in order to complete the process. Your account number can be found on your most recent statement.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
Account balance - View your account balance on-line at your convenience any time of the day. Dividend and Capital - View your history of capital gains and earned dividends earned in your account. E-delivery enrollment - Enroll in e-delivery and receive an email of your prospectus, tax forms, annual reports, statements and daily confirms. Lord Abbett provides a history of 3 years of Quarterly Statements and Tax Forms.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may reset your password by clicking on Forgot Password, you will be promoted to enter your User ID.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
A contribution check must be post marked by April 15, 2012 for a 2011 contribution.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
The IRA custodian is required to file Form 5498 with the IRS by May 31 of each year. In addition the copy is also required to be provided to you.
An IRA custodian is required to report both your IRA contributions for the prior year and rollover deposits during the prior year. Your contributions are the only transactions that may occur during the current tax year and be designated and reported for the prior tax year. All other IRA activity is reported on a calendar year basis, regardless of which plan year it may affect.
Form 5498 also reports Roth conversion amounts, recharacterization transfer, fair market value of your account as December 31st, Required Minimum Distribution (RMD) amount and date by which RMD must be distributed.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may order a duplicate statement by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail. Under Take Action then click Statement.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
Turbo Tax and HR Block services are available for your convenience on our website.
You may download tax information to either TurboTax or HR Block by visiting our Tax Center.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
A signature guarantee protects you from someone forging your signature and gaining access to your account. A signature guarantee stamp provides assurances that the person signing the documentation is who they say they are.
You may obtain a signature guarantee from a financial institution such as a commercial bank, savings bank, credit union or broker dealer.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You may close your account by logging in at the My Account page. On the Portfolio Overview page click on the Fund Name then Your Fund Detail. Click on Redeem Shares to redeem all shares.
By Phone
If you have any questions, please call a Lord Abbett representative at 800- 821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You can sign up for e-delivery so that Lord Abbett will notify you when your mail is ready.
You can enroll in our e-delivery solution by going to www.lordabbett.com/investor and using your user ID and password. Once you have completed the log-in process, you will be directed to the “Portfolio Overview” page, where you can select “Paperless Options” from the “View Option” on the right side of the page. There, you will select “Go “and begin the e-delivery enrollment process by following these steps:
That’s all there is to it. You can return at any time to update, add, or delete any of these options by following the same instructions above.
By Phone
If you have any questions, please call a Lord Abbett representative at 800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
Please select an FAQ Category above in the dropdown menu.
Choose from the categories on the left to see frequently asked questions and click to view the related answers.
You can access your account from a mobile device at m.lordabbett.com/myaccount.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
You must login with a User ID to access your account on the mobile site. If you do not have a User ID, please click the “Full Site Access” link to convert from logging in with your Social Security Number to User ID. Once your User ID is established you may login to the mobile site.
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
On the mobile site, m.lordabbett.com/myaccount, account holders can:
By Phone
If you have any questions, please call a Lord Abbett representative at 1-800-821-5129 (8:30 a.m. - 6:00 p.m. EST, Mon-Fri).
Once you login, you can access the latest features of your accounts:
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