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 4
Compare Putnam funds in FundVisualizer:
Latest perspective
Calibrate equity allocations with higher savings rates
Evidence of higher savings rates by plan participants make it reasonable to consider lower equity allocations across the glide path of target-date funds.
See all Perspectives posts
Market updates
Help clients maneuver in markets
Q2 2018 | Manager commentary
Chris Galipeau explores why we think the economy can maintain momentum
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
Rules for NOLs change under tax reform
Business owners may want to review their tax filing strategies as tax reform made some significant changes to the rules for managing net operating losses (NOLs).
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