FINANCIAL ADVISORS

Get tools and information to meet clients' banking needs

Contact us

  • Customer service
    877/664-4286
  • Credit card service
    800/238-2761
  • Lost or stolen debit cards
    800/472-3272
IMPORTANT LEGAL INFORMATION FOR THE FINANCIAL ADVISOR SITE

The following area of the website is intended for financial professionals only. It is not intended for use by the members of the general public.

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Keep your trust assets with the financial advisor you know and trust
Advisor Directed Trust is a corporate trustee solution that allows your trust assets to be managed by your current financial advisor.

Register for MasterCard SecureCodeTM
Protect your debit card with your own personal password so only you can use your card for online purchases. It's easy, safe and free of charge.

Use your Franklin Templeton funds to secure a low cost line of credit
No origination or application fees and rates as low as Prime.**

COMPARE OUR RATES

Effective as of
Product Rate APY*
High Return Checking 0.10% 0.10%
Money Market Interest Plus 0.15% 0.15%
CD 36—60 Month 1.15% 1.15%
Prime rate: **
View all our rates
*Annual Percentage Yield
**As published in the Wall Street Journal money rates section as of .