Click the link below to go to the Franklin Templeton client portal registration page. Start by typing in your email and a preference for your password. You will need your fund account number, social security number and zip code to create online access. Follow the prompts from there to complete your registration. 

CLICK HERE FOR REGISTRATION INSTRUCTIONS

If you do not know your account number please call our office and we will provide it for you. It can also be found on your Franklin Templeton statements. 

If you'd like to enroll in paperless edelivery of your account communications, you can edit those preferences in the client portal. Account documents including fund documents, statements, notifications and tax documents can be viewed downloaded, or printed from the website or app. You will receive email notifications when new docuemnts are ready for viewing. Some documents such as welcome letters or certain legal notices, may still be sent via mail. 

Login and navigate to the Account Settings.

Select Delivery Preferences from the menu.

Choose the paperless electronic delivery option for your documents.

Review & accept the Electronic Services Agreement.