Account Services Support

Opening an Account

Learn about different account types, how to check the status of an application and what information and documents are needed to open an account.

Changing an Account

Manage an account by updating preferences, signing up for eDelivery or setting up electronic transfers.

Account Resources

Learn about safeguarding personal information, keeping an account active and using personal financial software.

Account Services FAQs

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

Account Performance FAQs

Learn about account performance and personal rate of return for accounts at Franklin Templeton.

Online Applications

Opening an account online is secure and fast. Get started now.

Open an Account