Franklin Templeton Customer Care Number: How to Reach the Right Desk Quickly

Franklin Templeton is one of the world’s largest asset managers, founded in 1947 and headquartered at One Franklin Parkway, San Mateo, CA 94403-1906. With over a trillion dollars in client assets across mutual funds, ETFs, SMAs, retirement plans, and institutional mandates, it operates multiple service lines rather than a single universal hotline. Choosing the correct number will save you time and help ensure your request gets handled promptly and securely.

Below you’ll find the primary U.S. customer care numbers, typical hours, and practical guidance on what to have ready when you call. For investors outside the U.S., use the contact directory link provided to find your country-specific phone numbers and hours.

Primary U.S. Franklin Templeton Customer Care Numbers

For U.S.-based retail mutual fund shareholders and general inquiries, Franklin Templeton maintains a toll‑free service line. If you’re unsure which department you need, start with the general “DIAL BEN” number, and an agent can route you to the correct team. Institutional clients, advisors, and retirement plan participants typically have distinct lines noted on their statements or plan portals, but the main numbers below can still direct you correctly.

Standard service hours for retail investor support are generally Monday–Friday, 8:00 a.m. to 8:00 p.m. U.S. Eastern Time (excluding market holidays). If you are calling near market close and intend to place or change a transaction, alert the agent immediately so they can advise on the current day’s cutoff and any documentation requirements.

• Franklin Templeton Shareholder Services (U.S. retail mutual fund accounts): 1‑800‑632‑2301
• General inquiries (“DIAL BEN”): 1‑800‑342‑5236
• Corporate switchboard (Franklin Resources, Inc., San Mateo, CA): +1‑650‑312‑2000
• Contact directory and secure help options: https://www.franklintempleton.com/contact-us

What to Have Ready Before You Call

Having a few key items at hand will speed up identity verification and reduce back‑and‑forth. Franklin Templeton follows strict identity and privacy protocols. If you’re calling about another person’s account (e.g., as a trustee, executor, or power of attorney), be prepared for additional verification and the possibility that documents must be reviewed before the team can disclose or change account details.

If you anticipate placing a trade, linking a bank, or requesting a distribution, tell the agent up front. Some requests require forms, a Medallion Signature Guarantee, or additional review to protect you against fraud. Mention any time‑sensitive deadlines (for example, same‑day trade eligibility or year‑end RMDs).

• Your fund/account number (from a recent statement) and the full account registration name
• Personal verification details: address on file, date of birth, and the last four digits of your SSN/TIN
• Recent transaction details (amounts/dates) if discussing a specific trade or distribution
• Your linked bank details if setting up or changing ACH instructions (have a voided check handy)
• Beneficiary, trust, or POA documentation if acting in a fiduciary capacity

Common Requests Customer Care Can Complete by Phone

Shareholder Services can typically assist with balance and transaction inquiries, initiating purchases, exchanges, and redemptions in Franklin Templeton mutual funds, updating contact information, and setting up or modifying systematic plans (e.g., automatic investments or withdrawals). They can also help you retrieve tax forms (such as 1099s) and cost basis data for covered shares, and explain how capital gains distributions were calculated.

Certain actions—beneficiary changes, ownership updates, adding or changing bank links, or moving assets due to death or divorce—may require signed forms and, in some cases, a Medallion Signature Guarantee. The agent can email or point you to the exact form and tell you where and how to submit it. For IRA‑related transactions (including required minimum distributions), ask about current IRS rules, withholding options, and timing so you don’t miss deadlines.

Hours, Processing Cutoffs, and Turnaround Times

Mutual fund transactions placed in good order before the market close (typically 4:00 p.m. U.S. Eastern Time on business days when the NYSE is open) generally receive that day’s price (NAV). Orders received after the cutoff are processed at the next business day’s NAV. If you’re close to the deadline, call promptly and let the agent know you need same‑day processing; they will confirm whether that is still feasible and what “in good order” means for your request.

ACH purchases/redemptions usually settle in 1–3 business days. Mailed documents are logged upon receipt; allow standard postal time plus 1–2 business days for imaging and review. If your request needs a Medallion Signature Guarantee or additional verification, processing can extend by several days. Ask the representative for a case or confirmation number and a realistic expected completion window before ending the call.

Digital Alternatives: Faster Self‑Service Options

Many investors find it faster to transact and retrieve documents online. You can create or sign in to your account at https://www.franklintempleton.com to view balances, download statements and tax forms, update contact information, set up ACH instructions, and establish recurring investments. The secure message center lets you upload forms and receive responses without mailing sensitive documents.

Franklin Templeton also offers mobile access via its official app (iOS and Android), which supports biometric login, balance/transaction views, and secure messaging. If you prefer live assistance but want to avoid telephone queues, check the contact page for chat availability during U.S. business hours.

International and Non‑U.S. Investors

Phone numbers, hours, and service entities vary by country and product (for example, UCITS funds in Europe versus U.S. mutual funds). To reach the correct team for your jurisdiction, start at the regional contact directory: https://www.franklintempleton.com/contact-us and select your country. You’ll find local toll‑free or geographic numbers, language options, and office hours in your time zone.

If you call a U.S. number from overseas, international calling charges may apply and the team may only discuss U.S.‑domiciled accounts. Keep your account documentation handy, including your local tax identification number and any cross‑border forms (e.g., W‑8BEN/W‑9) if your question relates to withholding or tax reporting.

Addresses, Escalation, and Verification Tips

Corporate headquarters: Franklin Templeton, One Franklin Parkway, San Mateo, CA 94403‑1906, USA. Do not mail account forms or checks to the corporate address unless a Franklin Templeton representative specifically instructs you to; use the submission instructions that come with your form or those provided by the agent, which route materials to the correct processing center.

If you need to escalate a service issue, ask the representative for a case number and request a supervisor callback. For written complaints related to U.S. mutual funds or brokerage activity, you may be directed to Franklin Templeton Distributors, LLC (member FINRA/SIPC). The fastest path is usually to start with Shareholder Services by phone or via the secure message center so they can document and route your case properly.