Changing an Account

Updating Preferences

Change contact information, update a username and password or manage an account, including setting up an Automatic Investment Plan.

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Receiving Documents Electronically (eDelivery)

Get account documents sooner and with less clutter by signing up for eDelivery.

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Setting Up Electronic Transfers

Save time and transfer funds electronically. Click here to learn how to get started.

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Account Services FAQs

Access information and forms your client will need to update their account(s) for common life events.

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Access An Account

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Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.