Mutual Fund Account Application (New Accounts) Prefilled Form
Please complete the following to include your dealer information on printed/saved forms.
- Blend 9
- Global Sector 9
- Growth 5
- Value 3
Compare Putnam funds in FundVisualizer:
Latest perspective
Why flexibility matters if Treasury yields climb
An active, flexible posture on rate risk could be helpful given the reasons why Treasury yields might rise from recent low levels.
See all Perspectives posts
Help clients maneuver in markets
Quarterly manager commentary
Chris Galipeau hosts a discussion on the economy and markets.
Watch videoMore ideas for your clients
FundVisualizer®
- View over 30,000 funds, ETFs, and indexes
- Build and compare portfolios
- Import fund data
- Create presentations
- Free for advisors
Ideas for wealth management
Fewer estates taxed under tax reform, but state taxes still a concern
Under tax reform, the federal estate tax applies to fewer estates, yet more than a dozen states have estate or inheritance taxes.
See all Wealth Management posts
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