Account Resources

Understanding Account Statements

Learn about Franklin Templeton account statements you will receive.

Tax Center

Learn about what to expect from Franklin Templeton during tax season and find answers to frequently asked questions.

Avoiding Abandoned Property

Learn about the importance of maintaining an active account and how to help keep mutual fund shares from being escheated.

Safeguarding Your Information

Learn about useful resources to help protect personal information and prevent identity theft.

Voting a Proxy

Learn about proxies and view proxy statements.

Using Personal Financial Software

Learn how to import account or tax documents to Quicken and TurboTax.®

Access An Account

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