Franklin Templeton Investments
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Account Services

Electronic Transfers
  • Link a Checking or Savings Account to Mutual Fund Account(s)
  • Convenient Share Purchases by Phone or Online
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eDelivery
  • View account documents online
  • Streamline your efforts to track your financial affairs
  • Reduce paper usage
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Investor Handbook
  • Learn about the various account services available to Franklin Templeton shareholders
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Safeguarding Your Information

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

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How Do I...?
  • Open an Account
  • Obtain a Signature Guarantee
  • Transfer an UGMA/UTMA when Custodianship Ends
  • Add a Transfer on Death (T/O/D) Beneficiary Designation
  • Change the Name on My Account
  • Update My Preferences
  • Add a Joint Tenant with Rights of Survivorship
  • Change a Joint Tenancy Due to Divorce or Death
  • Change a Trust Account Due to Death of a Trustee
  • Change a Sole Ownership Account Due to Death
  • Change My Sole or Joint Tenant Account to My Trust
  • Use Personal Financial Software
  • Keep My Franklin Templeton Account Active
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