Changes to your Franklin Templeton account experience
A new online client account experience was rolled out on May 27 for accounts serviced by Franklin Templeton Investor Services as the transfer agent.
What changed?

New dashboard
With the change to the account experience you will get access to a new dashboard. This is available by clicking on the three bars in the upper left-hand corner.
One time passcode by text message
The new experience will offer One-Time Password (OTP) verification via text, phone call, or authenticator app. This update enhances security and convenience, giving you more options to access your account securely.

What you need to know
If your last login was prior to May 27, 2025, you will need to register to continue accessing your accounts online
- Click Sign In/Register top right and select Franklin Templeton Account. You’ll be taken to a sign in page.
- Click on Register Now.
You will need the following information to register:
• Your Social Security Number or Tax Identification Number
• Your account number
• Your ZIP code - Follow the on-screen prompts to continue.
- Need help? Click here or contact us at (877) 236-7932.

What didn't change
- Access method: Account access will continue to be available through the franklintempleton.com website. To log in, simply click the “Sign In/Register” button on the homepage.
- Product information: All non-account-related information, such as product documents, commentary, marketing materials, tools, etc., will continue to be accessed through franklintempleton.com.
Need a hand navigating the new experience
Our help videos are here to guide you through key features and updates, making it easier to get the most out of your online account. Whether you're signing in for the first time or exploring new tools, these short walkthroughs are designed to support you every step of the way.
While we understand that this will be a significant change, we are committed to ongoing enhancements and plan to introduce additional features and functionalities to further improve user engagement and satisfaction in the future.
If you have questions or require additional support, please contact us:
Website Support (877) 236-7932
Account Support (800) 632-2301