Web Account Registration
Are you a Canadian Advisor? Register now to get secure access to your Franklin Templeton book of business.
Web Account Registrations
Four Types of Access Levels
Individual Investors can view accounts, transactions, prices, tax slips and statements online.
Registered Investment Advisors with one or more Dealer/Rep code(s) can manage client accounts, view a book of business, get business building ideas, learn sales strategies, run hypotheticals and download literature support.
Team Member associates and assistants of registered investment advisors can access their advisor's account. Registered investment advisors must log in and submit authorization to grant access and determine the access level for the team members. The access levels are: marketing materials only, marketing materials and client accounts, or full access including book of business.
Industry Professionals can access exclusive content, marketing materials, and planning tools.
Login Name and Registration
User ID A User ID is issued to the account holder at the time that an account is opened with Franklin Templeton Investments and to an investment advisor at the time that a Dealer/Rep code is registered with Franklin Templeton Investments. The User ID is delivered via e-mail or letter.
Express Registration When registering, providing a User ID will complete the online registration quickly. If no User ID is provided during registration, registration is still possible but will be delayed as a Client Services Representative will need to contact the registrant in order to complete the process.