Franklin Templeton Investments
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Account Services

Electronic Transfers
Electronic Transfers
  • Link Checking or Savings Account to Mutual Fund Account
  • Convenient Share Purchases by Phone or Online
Full Details
Automatic Investing
Automatic Investing
  • Automate Dollar-Cost Averaging
  • Build Convenience and Discipline into Investing Strategy
  • Monthly, Quarterly, or Annual Scheduling
Full Details
Systematic Withdrawals
  • Automate the Sale of Shares by Selling on a Pre-Determined Schedule
  • Monthly, Quarterly or Annual Scheduling
Full Details
eDelivery
  • View account documents online
  • Streamline your efforts to track your financial affairs
  • Reduce paper usage
Full Details
Investor Handbook
  • Learn about the various account services available to Franklin Templeton shareholders
Full Details
Safeguarding Your Information

Learn about identity theft and what you can do to protect yourself.

Full Details
How Do I...?
  • Obtain a Signature Guarantee
  • Change the Name on My Account
  • Change Ownership Due to Divorce or Death
  • Change My Sole or Joint Tenant Account to My Trust
  • Transfer an UGMA/UTMA when Custodianship Ends
  • Plus Other Operational Activities
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