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
    • Pricing policies
    • Historical pricing
    • Prospectuses/fund documents
    • Tools
    • FundVisualizer®
    • Tax center
    • Distribution rates
    • Closed-end funds
    • Annuities
    • Non-U.S. funds
  • Perspectives
    • By the numbers: The economy this week
    • Webcasts and conference calls
    • Capital Markets Outlook
    • Fixed Income Outlook
    • Equity Outlook
    • Investment insights
    • Infographics
  • How we invest
    • Absolute Return
    • Active markets
    • Asset Allocation
    • Equity Income Fund
    • George Putnam Balanced Fund
    • Growth Opportunities Fund
    • Income Fund
    • Multi-sector income
    • PanAgora core and diversifiers
    • Sustainable investing
    • Tax-free income
    • Saving for college
    • Saving for retirement
  • Tools
    • FundVisualizer®
    • Order literature
    • CD vs. municipal bond calculator
    • Forms
  • Business building
    • Ideas for wealth management
    • Prospecting to women
    • Social media
    • Prospecting to millennials
    • Advisor Tech Tips
    • Continuing education
    • Portfolio Solutions
    • Order literature
    • Investor education
    • Client seminars
  • Commitment to advisors
  • Accounts
  • Absolute Return 2
  • Asset Allocation 15
  • Putnam PanAgora 3
  • Blend 9
  • Global Sector 2
  • Growth 5
  • Value 3
  • Taxable Income 12
  • Tax-free Income 12
  •  
  • See all funds63
  • 4- and 5-star funds

  • 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
  • Distribution rates

Compare Putnam funds in FundVisualizer: 

Latest perspective

Sustainability analysis enhances research

An intense focus on sustainability has the potential to deliver strong returns to investors while also benefiting communities and the environment.

Sustainability analysis enhances research
See all Perspectives posts

Market updates

  • By the numbers: The economy this week
  • Webcasts and conference calls

Outlooks and research

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

Help clients maneuver in markets

  • Absolute Return
  • Active markets
  • Asset Allocation
  • Equity Income Fund
  • George Putnam Balanced Fund
  • Growth Opportunities Fund
  • Income Fund
  • Manager commentary
  • Multi-sector income
  • PanAgora core and diversifiers
  • Sustainable investing
  • Tax-free income
Quarterly manager commentary

Chris Galipeau hosts a discussion on the economy and markets.

Watch video

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
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

Packing for college? Remember the legal documents

Parents of college-bound children may want to consider preparing certain legal documents before their child leaves for school.

Packing for college? Remember the legal documents
See all Wealth Management posts

Practice management

  • Prospecting to women
  • Social media
  • Prospecting to millennials
  • Advisor Tech Tips
  • Continuing education
  • Portfolio Solutions

Resources for your clients

  • Order literature
  • Investor education
  • Client seminars

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
  • How we invest
  • 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.

For informational purposes only. Not an investment recommendation.

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 or other state benefits such as financial aid, scholarship funds, and protection from creditors that may not be 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 the Putnam Client Engagement Center 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.

© 2019 Putnam Retail Management, a member of FINRA and SIPC