Open an Account
You can open a new account or invest in a new fund in several ways.
Through your financial advisor
In addition to advice about which funds make sense for your financial situation, your financial advisor has the necessary forms to help you make an initial investment in any of our funds.
On our website
Once you’ve registered for account access, you can open a new fund account online by exchanging shares from a fund account you already own.
Fill out an Account Application and mail it to us with a check. Complete instructions and the mailing address are on the form.
If you already have a fund account with us, you can call (800) 632-2301, Monday-Friday, 5:30 a.m.-5 p.m. PT, to open a new identically registered one. Payment can be made by exchanging out of your existing fund or electronically transferring money from a bank account you’ve previously provided. To invest in your new fund account on the same day, generally we must accept your order by 1 p.m. PT or by the close of the New York Stock Exchange, whichever is earlier.
Call us at (800) 632-2301, Monday-Friday, 5:30 a.m.-5 p.m. PT, for wiring instructions and a control number before sending money. Include the wire control number on your Account Application, and mail your application to the address on the form.
Important Legal Information
For more information on any of our funds, contact your financial advisor or download a prospectus, which contains important information about a fund’s goals, sales charges, expenses and risks, redemption fees, and the exchange privilege. Please read the prospectus carefully before investing.
You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.
For US residents only.
Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect technical or system issues, consequences, or damages arising from your use of this independent website.