Don't have an account?
It is important that you work closely with your financial advisor when setting up electronic transfers. An advisor can help you determine the appropriate funds for you to invest in, and also help you understand any sales charges or tax implication associated with the investment.
Complete the appropriate sections of a new Account Application.
If you're registered for online account access and your bank information is on file, navigate to the "Account Options" tab for the account you want to modify, then select the "Start" link to start either a Systematic Withdrawal Plan or Automatic Investment Plan.
If you're not registered for online account access and haven't linked a bank account to your mutual fund account(s), simply complete Sections 1, 2 and 7 of the Account Options Form, attach a preprinted voided check or preprinted savings account deposit slip, and mail both to the address listed on the last page of the form.
If you have questions or need assistance completing the form, please contact Shareholder Services at (800) 632-2301. Customer Service Representatives are available Monday through Friday, from 5:30 a.m. to 5:00 p.m. Pacific Time.
Making automatic purchases into your mutual fund account(s) can be part of a dollar cost averaging investment strategy. You can learn more about this topic by clicking here.
When purchasing shares, we can electronically transfer money for a purchase directly from your bank account; eliminating delays and postage costs that could occur if you were to purchase shares by mail.
With systematic withdrawals, you can automate the sale of shares by selling on a pre-determined schedule.
When selling shares:
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Franklin Templeton Distributors, Inc.
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