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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Rates as low as Prime minus 1% with the Preferred Shareholder Credit Line** more

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Use your Franklin Templeton funds to secure a low cost line of credit
No origination or application fees and rates as low as Prime minus 1%.

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.

COMPARE OUR RATES

Effective as of 3/02/2010
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%
Preferred Shareholder Credit Line offered at or below prime rate: 3.25%**
View all our rates
*Annual Percentage Yield
**Variable annual percentage rate based on the prime rate published in the Wall Street Journal money rates section, which was 3.25% as of
March 2, 2010.