Franklin Templeton Account Services Support
Open an account
How to open a non-retirement or retirement account
Online
Through your financial professional
By mail
By phone
By wire
Types of accounts
To open a new account, navigate to the Sign In/Register icon at the top of this page, select Franklin Templeton Account, then select Open Account.
Retirement accounts
Non-retirement accounts
Education savings
Information and documents you'll need to begin
Personal information needed to apply
Account specific documents and information
Checking the status of an application
Changing an account
Updating account options and preferences
Account options
Website profile options
Receiving documents electronically
eDelivery
Changing my name
Name change
Non-retirement account - change of ownership
Add a joint owner with rights of survivorship
Transfer a UGMA/UTMA when custodianship ends
Change my sole or joint account to a trust
Change a joint account due to divorce/separation
Setting up electronic transfers
When signing up for new accounts
If you have an existing account
Consult your financial professional
Wiring money to and from Franklin Templeton accounts
Wiring money into a Franklin Templeton account(s)
Wiring money out of a Franklin Templeton account(s)
Adding or updating a beneficiary
Why you need to update your beneficiaries
For retirement accounts
For non-retirement accounts
Adding a power of attorney authority
Please consult an attorney who specializes in estate planning to review your specific needs. We are unable to offer any advice or a standard form, but here is some general information.
Key terms
Things to keep in mind about a POA authority
Types of POA
Requirements to add a general or durable POA authority
Invest in a new fund
Consult your financial professional
Important exchange information
To invest in a new account by phone
Buy, sell, exchange
To make a purchase by mail or phone
Transfers due to passing
We’re here to help during this difficult time. This guide will assist you in knowing what paperwork and steps are required and what steps to take for re-registering the account.
To begin with, select the type of account you are looking to notify us about. If you need to speak to somebody, we have specific phones available to help you based on the account type. Please note we do not require a copy of any will for any account type.
Retirement account for when a shareholder passes
Please call us at (800) 527-2020 to notify us of the Shareholder’s passing, and we’ll discuss the appropriate protections to place on the account.
Before we proceed, we’ll need to confirm the beneficiary(ies) in our records.
Spouse
Non-spouse
Estate
Trust
Charity/other entity
Non-retirement account (sole) for when a shareholder passes
Please call us at (800) 632-2301 to notify us of the shareholder’s passing, and we will discuss the appropriate protections to place on the account.
Sole owner (probated estate)
Sole owner (non-probated estate)
Non-retirement account (joint and one of the tenants has passed) for when a shareholder passes
Please call us at (800) 632-2301 to notify us of the Shareholder’s passing, and we will discuss the appropriate protections to place on the account.
Joint tenant account(s)
Joint tenant account(s) with existing T/O/D beneficiary(ies)
Trust account for when a shareholder passes
Non-retirement account (sole with T/O/D) for when a shareholder passes
Resources
Understanding account statements
Quarterly asset summary statement
Transaction confirmation statements
Required Minimum Distribution (RMD)
Learn about what to expect from Franklin Templeton during tax season and find answers to frequently asked questions in our Tax Center.
Avoiding abandoned property
Keeping your Franklin Templeton account active
Safeguarding your information
Identity theft occurs when someone steals your personal identifying information and uses it for personal or financial gain. Identity theft is a serious crime that can negatively affect your finances and credit and take months to resolve.
At Franklin Templeton we are committed to safeguarding our client accounts. If an unauthorized activity were to occur on your account, we will work with you and other involved parties, including law enforcement when appropriate, to investigate and resolve the incident.
If you suspect fraudulent activity, or have been the victim of identity theft, contact us immediately so we can take appropriate steps to protect your accounts.
To learn more about our security measures and how you can help protect your accounts, review the following information.
How does identity theft occur?
How we protect your personal information
Ways to prevent identity theft
Act quickly if you’re a victim of identity theft
Credit reporting agencies
Other resources
Using personal financial software
Quicken
Turbotax®
Understanding fund documents
Summary prospectus
Obtaining a signature guarantee
Please contact our Customer Service department at (800) 632-2301 to confirm whether a signature guarantee is required for your specific request.
What’s a signature guarantee?
Can I provide a notarized signature instead of a signature guarantee?
Performance FAQs
What is a Personal Rate of Return?
Why doesn’t an account display Individual Rate of Return?
How often is Account Performance calculated?
Where can I find a portfolio's Account Performance?
How can an account have a negative Change in Value, but have a positive Account Performance?
What is the purpose of the As of Date?
What is the Since Inception date for my account?
What do the columns in the Account Performance section mean?
Why are we displaying annualized returns?
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