Your new online experience is coming soon

Large laptop screen showing a Putnam Investments Accounts Overview example page

Your account overview will display the following:

• Balance
• Balance over time
• Personal rate of return
• Important documents
• Transaction activity

Putnam Investments Account Overview desktop page example
Zoomed-in sidebar navigation panel

Use the left-side menu or tap individual components for more details.

Get an in-depth look at your portfolio’s performance.

Zoomed-in Performance timeframe selectors

View different time periods.

Putnam Investments Performance desktop page example
Zoomed-in fund performance graph with expanded fund performance information

See individual fund performance.

View your portfolio’s fund allocation and balances.

Zoomed-in expanded fund details information

Drill down for fund details.

Putnam Investments Funds desktop page example
Zoomed-in "Move my money" action button

Buy, sell, or exchange funds with one simple click.

Easily set up a one-time or recurring transaction.

Putnam Investments Buy transaction desktop page example

Use the left-side menu or tap individual components for more details.

Zoomed-in one-time or recurring transaction selector with frequency selector and calendar

You’ll get all the same features in a mobile-optimized experience.

Putnam Investments Account Overview and Exchange transaction mobile page examples
FAQ
What is multifactor authentication?
Multifactor authentication (MFA) requires users to provide multiple forms of authentication to access a system or application. These forms of authentication typically include something the user knows (e.g., a password or PIN), something the user has (e.g., access to the user email account or phone). MFA is used to enhance security and prevent unauthorized access to your account information.
What new transactions will be available?
After adding bank information to your account, you’ll be able to purchase and sell funds, as either a one-time transaction, or as recurring ones at specific intervals (e.g., biweekly, monthly, quarterly). Additionally, you will be able to manage (e.g., add, edit, remove) your beneficiaries online.
What documents will I have access to?
Confirmations, statements, transcripts, tax forms, and relevant fund documents will be available for online viewing.
How far back can I see account activity?
For general account activity, you’ll be able to view current and prior year. Statements and tax forms will be available as far back as seven years.
How many bank accounts can I have listed?
There is no limit to the number of bank accounts that you can have listed. Simply select which one you want to transact out of each time you want to make a purchase, sale, or exchange.
How do I contact my advisor?
If you have an advisor assigned to your account, you can find their information on the left side of the screen at any top-level screen.
For illustrative purposes only – not an investment recommendation.
© 2023 Putnam Investments