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
Investing for impact | Q&A with Stephanie Henderson
A member of Putnam's sustainable investing team describes her motivations for spreading ESG fluency throughout the firm to enhance fundamental insights.
See all Perspectives posts
Market updates
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
The 1040 tax filing this year can reveal opportunities for planning
This is the first year of tax filing since tax reform and some taxpayers may find their 1040 filing indicates opportunities for planning.
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