LinkedIn allows you to select who can see your connections.

Learn more

By making your connections visible:

  • Your connections can see your network and ask for introductions
  • You can ask your connections for introductions
  • You can fully participate in the LinkedIn social ecosystem and continually build your network

Decide who you want to connect with on LinkedIn:

  • Your shared connections are always visible, no matter what setting you choose
  • Consider removing some connections if you don't want them to see your network.
Log in Register About Putnam Contact us
Putnam Investments Financial Advisor
  • Login
  • Register
  • About Putnam
  • Contact us
Putnam Investments Financial Advisor
  • Funds
    • Portfolio managers
    • Pricing and performance
    • Prospectuses/fund documents
    • Pricing policies
    • Historical pricing
    • Tools
    • Closed-end funds
    • Annuities
    • Non-U.S. funds
  • Perspectives
    • Capital Markets Outlook
    • Fixed Income Outlook
    • Equity Outlook
    • 60-second Insights
    • Weekly economic update
    • Webcasts and conference calls
    • Market Perspectives
    • Investment insights
  • Strategies
    • Saving for college
    • Saving for retirement
    • Diversifying with global allocation
    • Diversifying with absolute return
  • Tools
    • FundVisualizer®
    • Forms
    • CD vs. municipal bond calculator
    • Hypothetical expense calculator
    • Order literature
  • Business building
    • Wealth Management
    • Social media training
    • Advisor Tech Tips
    • Practice management
    • Continuing education
    • Portfolio Solutions
    • Investor education
    • Client seminars
  • Working with us
  • Accounts
  • Absolute Return 4
  • Asset Allocation 15
  • Putnam PanAgora 3
  • Learn about Putnam PanAgora
  • Blend 12
  • Global Sector 9
  • Growth 4
  • Value 5
  • Taxable Income 11
  • Tax-free Income 12
  •  
  • See all funds75

  • Other investments

  • Closed-end funds
  • Annuities
  • Non-U.S. funds

  • Fund support

  • Portfolio managers
  • Pricing and performance
  • Pricing policies
  • Historical pricing
  • Prospectuses / fund documents
  • Tax center

Compare Putnam funds in FundVisualizer: 

Latest perspective

Why a meaningful near-term market correction is unlikely

2017 is a rare year without a stock market correction of at least 5%, but that doesn't make a correction more likely in the fourth quarter.

Why a meaningful near-term market correction is unlikely
See all Perspectives posts

Market updates

  • 60-second Insights
  • Weekly economic update
  • Webcasts and conference calls
  • Market Perspectives

Outlooks and research

  • Capital Markets Outlook
  • Fixed Income Outlook
  • Equity Outlook
  • Investment insights
  • Infographics

Help clients maneuver in markets.

Putnam fund managers discuss the current investment environment.
More resources:
  • Putnam fund managers discuss the current investment environment.
  • Invest for tax-exempt income
  • Diversifying with asset allocation
  • Diversifying with absolute return

More ideas for your clients

  • Saving for college
  • Saving for retirement

FundVisualizer®

  • View over 30,000 funds, ETFs, and indexes
  • Build and compare portfolios
  • Import fund data
  • Create presentations
  • Free for advisors
FundVisualizer®

Launch FundVisualizer | View a demo from our webcast replay

Tools and calculators

  • Order literature
  • CD vs. municipal bond calculator
  • Hypothetical expense calculator
See all tools

Frequently requested forms

  • Mutual Fund Account Application (PDF)
  • Designation of Beneficiary (PDF)
  • IRA forms and applications
See all forms

Ideas for wealth management

Heirs of large estates may miss a valuable tax deduction

Some large estates will owe estate taxes this year and there is a valuable tax deduction that is often overlooked.

Heirs of large estates may miss a valuable tax deduction
See all Wealth Management posts

Resources for you

  • Social media survey
  • Social media training
  • Advisor Tech Tips
  • Practice management
  • Continuing education
  • Portfolio Solutions

Resources for your clients

  • Order literature
  • Investor education
  • Client seminars

Over 75 years serving investors through advisors

To navigate complex financial markets, investors deserve an ally. Study after study confirms that investors benefit from working with financial advisors who can help develop and maintain a long-term strategy.

About our commitment to you

  • Standards of excellence
  • Supporting your efforts
  • Content for you and your clients
  • Your Putnam team
  • Backed by Great-West Lifeco

Why log in?

Login to access and manage your client information through Putnam's Daily Statement view or DST Vision.

Help logging in

For login assistance, please call support services at

 1-800-354-2228

Log in for account access via DST Vision

To create or reset a DST Vision ID, call: 1-800-354-2228. Non-U.S. advisors, call: +1 617-292-1000 x43051. (M-F, 8:30 a.m. - 7:00 p.m. ET)

Putnam products
  • Mutual Funds
  • Retirement Plans
  • College Savings
Guidance
  • Investment strategies
  • Investment insights
  • Wealth Management Center
Tools
  • FundVisualizer
  • Forms
  • College savings calculator
Help/Information
  • About Putnam
  • Contact Us
Client Accounts
  • DST Vision
  • Daily Statement
  • Client Reporting
Find Us

BY USING THIS SITE, YOU ACKNOWLEDGE AND AGREE TO THE FOLLOWING DISCLAIMER AND TERMS AND CONDITIONS:

The third-party information accessible through this site was prepared by, and is the sole responsibility of, independent providers who are not affiliated with Putnam. Putnam has not reviewed the information and does not warrant that the information is accurate, complete, or timely.

You further acknowledge and agree that (1) any security mentioned by a third party reflects the independent opinion of the third party, (2) any such third-party data or opinion is provided for your information only, and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation by Putnam, (3) any information you receive may not be considered legal, tax, or investment advice provided by Putnam, and (4) Putnam is not liable for any loss or damages resulting from your use of this information.

By clicking on links to third-party sites, or using social media sharing tools, you will leave this Putnam Retail Management hosted property. Putnam Investments is not responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent providers and do not imply a recommendation from Putnam Investments, which is not responsible for inaccuracies or errors.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision. It is not intended to suggest taking or refraining from any course of action, nor is it customized to address the needs, circumstances and objectives of any specific investor. In providing this material, Putnam is not providing impartial advice in a fiduciary capacity. The material is part of Putnam's sales and marketing activities. Putnam earns fees when clients select its products and services. Investors should consult a professional advisor before making investment and financial decisions.

Privacy Statement

Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing, consider whether the state plan of your client or that of your client's beneficiary offers state tax and other benefits not available through Putnam 529 for America. If your clients withdraw money for something other than qualified higher education expenses, they will owe federal income tax and may face a 10% federal tax penalty on earnings. Consult a tax advisor.

Your clients should carefully consider the investment objectives, risks, charges, and expenses of the plan before investing. For an offering statement containing this and other information about Putnam 529 for America, call Putnam's dedicated 529 hotline at 1-877-788-6265. Your clients should read the offering statement carefully before investing. Putnam Retail Management, principal underwriter and distributor. Putnam Investment Management, investment manager.

Putnam funds may, at times, invest in the Putnam Cash Collateral Pool, LLC. View more information about this fund.

Your clients should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call Putnam Dealer Marketing Services at 1-800-354-4000 or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

If you are having difficulty using this website or you would like more information about Putnam products, please call Putnam Investments at 1-800-362-6061.

FOR DEALER USE ONLY. This material is prepared for dealer information only. It may not be reproduced, shown, or otherwise communicated to members of the public nor used in written form as sales literature.

© 2017 Putnam Retail Management, a member of FINRA and SIPC