Account Assistance
Account Assistance
Opening a new account
Complete and return the institutional account application for each registration or Tax ID number (TIN). You may open and print the PDF of this form or call 800/321-8563 to have copies mailed to you.
Institutional Account Application (PDF, 177k)
Additional accounts with identical registrations and TINs don't require additional applications. Simply call 800/321-8563 and provide the following:
- Fund name
- Existing account number
- Registration name
- Account owner's address
- Account owner's TIN
- Distribution instructions
- Your name and phone
Contact information
For account, product and performance information, you may reach us by any of these means.
By phone:
(800) 321-8563 (Monday - Friday, 6 a.m. - 4 p.m. PT)
By fax:
(650) 312-4000 or (650) 525-8937 (anytime)
By email:
ftinstitutional@franklintempleton.com
By U.S. mail:
Franklin Templeton Institutional Services
One Franklin Parkway
San Mateo, CA 94403-1906
Distribution instructions
Distributions may be reinvested in the fund or paid to you via check, ACH, or Fed wire. Call 800/321-8563 for more information.
Trades and trading deadlines
For transactions, call (800)321-8563 and provide the following:
- Fund name
- Account number(s)
- Tax ID number
- Dollar or share amount
Requests received in good order prior to the deadlines below will be processed the same business day. Requests received after these deadlines will be processed the next business day.
Trading Deadlines
Fund | Deadlines for Purchases/Redemptions | Same-day Dividends | Payment Due/Proceeds |
---|---|---|---|
All Franklin Templeton Funds (except money funds) |
4:00 p.m. ET |
No |
Close of Fed/Next Business Day |
IFT Franklin U.S. Government Securities Money Market Portfolio1,2 |
4:30 p.m. ET |
Yes |
Close of Fed/Same Day |
IFT Franklin Money Market Portfolio1,2 |
2:15 p.m. ET |
Yes |
Close of Fed/Same Day |
Other Franklin Money Funds2 |
6:00 p.m. ET |
No |
Close of Fed/Same Day |
Payment for purchases
When wiring payment for purchases, please notify us in advance to ensure wires receive appropriate identification. We do not charge for incoming or outgoing wires. Payment for trades in all institutional mutual funds may be combined and wired to the following:
Bank information:
Chase Manhattan Bank
New York, NY
ABA routing number:
021000021
Credit account number:
323117694
Credit account name:
Franklin Templeton
Incoming wire account
(You must name Franklin Templeton Funds as beneficiary.)
The text portion of the wire must contain the following beneficiary information:
- Wire control number
- Franklin Templeton account number(s)
- Account registration(s)
Redemption information
The minimum redemption amount is $100. Funds are wired to a pre-designated bank account as authorized on the original account application or as amended in writing with a signature guarantee. An original application must be on file before funds will be wired. For redemptions in excess of $100,000, an Institutional Privilege Agreement must also be on file.
Confirmations and account statements
Trade price and control numbers are available one business day after the trade date at 6 a.m. ET. Call (800)321-8563.
Confirmation statements are provided for each transaction and revision made to your account (e.g., address changes, phone number change, etc.) All accounts also receive a quarterly asset summary statement listing all year-to-date transactions.
|
|
Footnote |
|
1. |
Refer to the prospectus for the applicable Holiday Schedule |
2. |
An investment in a money market fund is neither insured nor guaranteed by the U.S. government or by any other entity or institution. There is no assurance that the $1.00 per share price will be maintained. |
3. |
Redemption requests for same-day wires must be received by 3:30 p.m. ET/12:30 p.m. PT |
This site is intended only for U.S. Institutional Investors and Consultants. Using it means you agree to our Terms of Use.