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.

  • The convenience and ease of performing banking and financial transactions online also come with added vulnerability to your personal information. Identity thieves employ many methods to steal personal information such as "phishing", foreign lottery scams, cyber theft and mail theft.

  • We are committed to safeguarding your personal information and make this responsibility a priority. We employ strict security policies and procedures designed to protect your assets and personal information. For more information on our physical, electronic and procedural security measures, click here. To view our Privacy Policy, click here.

  • To avoid being a victim of identity theft and other scams, consider taking the following steps to safeguard your personal information and accounts:

    • Review your account statements promptly, and immediately if you find any discrepancies or errors.
    • Shred all financial statements before you dispose of them.
    • Review your credit report periodically.
    • Update your contact information with us and other financial institutions as needed.
    • Keep all usernames, passwords and personal information private and secure. Do not share this information or allow anyone else (including family members, friends and anyone who may be working for you) to access your account online unless that person has specific authority to act for you, such as through a Power of Attorney.
    • Create strong passwords that cannot be easily guessed, and change it quarterly or at least annually. Passwords for are case-sensitive, must be between six and 20 characters, and contain at least two letters and two numbers.
    • Do not provide your personal information, especially your Social Security number, to anyone over the telephone, through the mail or through email unless you know whom you are dealing with. Note: Franklin Templeton Investments will never send you an email requesting personal information.
    • Do not click on links contained in unsolicited emails. Be cautious of lottery or sweepstakes solicitations offering “cash and prizes” that sound too good to be true and request that you pay a fee to participate.
    • Immediately report suspected identity theft to proper law enforcement authorities, including the Federal Trade Commission.
    • Contact Franklin Templeton Investments and all other financial institutions where you hold accounts.
    • Request a “fraud alert” on your credit report by contacting one of the three major credit reporting agencies listed below. By law, you are entitled to a free copy of your credit report once every 12 months from these agencies.
  • Equifax: or (800) 525-6285

    Experian: or (888) Experian / (888) 397-3742

    TransUnion: or (800) 680-7289