Putnam Investments Login: How To Access Your Account Online

Putnam Investments Login: How To Access Your Account Online

Putnam Investments is a global money management firm with over 75 years of experience helping individuals and institutions pursue their investment goals. The Putnam Investments Login portal is an online portal that allows you to view your account balance, Change your account options, View/Print Tax Forms, view your account history (transcripts) and lost more.

You have to attentively read this article till the end in order to learn how to register your Putnam Investments account for online account access, learn how to sign in to your Putnam Investments account so that you can manage your account without stress. Keep in mind, though, that like this website, it only gives general information for everyone. It is not the law. It is not a regulation. It is not legal advice.

Putnam Investments Online Services

By logging in to the Putnam Investments Login portal, you have access to the Account Summary and, upon selecting a registration, the Daily Statements page. From this page you can:

1: View your account balance: The Daily Statements page displays share price, share balance, and current value.

2: Change your account options: Select “Account options” in the left-hand navigation to change account options for available accounts or get forms to set up account options.

3: View/Print Tax Forms: Select “Tax information” in the left-hand navigation. Select the desired tax form to display the form as a PDF.

4: View/Print Statements: Select “Confirmations and statements” in the left-hand navigation Click to view PDFs of confirmations or statements listed from the drop-down menu.

5: Suppress Mailings: Select “Mailing options” in the left-hand nav. Select your preferred settings and enter a valid email address. You have the option to receive account balance by email either daily, weekly, or monthly. At the bottom of the page, check off the eDelivery Terms and Conditions box and click Submit.

6: Account history (transcripts): Select “Account history (Transcripts)” in the left hand nav. Click to view PDFs of transcripts by year. PDFs of these documents are available from 1996 to present, if applicable.

How To Register for Online Access

To log in as a new user, you first need to create a user ID. New User Registration is the process of creating a unique User Name and Password that gives you secure access to your accounts. It’s easy and convenient to register for online access. Establishing online account access only takes a few minutes. All you need is the account number from your statement and the Social Security number (SSN) of the primary account holder.

How To Register for Online Access

From the Putnam Investments home page, click the “Register” link on the tool bar. Follow the prompts to establish access. To establish online access via the phone, please call 1-888-478-8626, Monday-Friday, 8:00 a.m. – 8:00 p.m.

Putnam Investments Login Steps

After registering for online account access or if you are an existing account holder, the next steps would be to Log In with your User Name and Password for secure access to your accounts. Once logged in, you can view your account balance, Change your account options, View/Print Tax Forms, view your account history (transcripts) and lost more.

Follow the steps below to log in to your Putnam Investments account:

Putnam Investments Login

First of all, you will have to visit the official Putnam Investments Login page. To avoid any errors, please connect your laptop or PC with stable and secure internet connection while logging in.

  • Go to https://www.putnam.com/individual and click on “Login”
  • Provide a valid username and password, if you agree with their terms and conditions then click login.

If your login details are correct then you will signed in to your account. But in any case you don’t have a username and password, just follow the steps above to establish it.

Putnam Investments Frequently Asked Question

1: How do I view/update my beneficiary information? You can view your beneficiary information by logging in and clicking on My accounts. On the left hand, you will see Putnam Accounts and listed below is Beneficiary. Click and if the information is available, you will see your current beneficiary information for your IRA accounts. Beneficiary information can be updated by mailing this form (PDF).

2: How do I change my name? You can update your name by completing and mailing this form (PDF).

3: How do I transfer an account? You can transfer your account to a new or existing account by mail:

  • Contacting your Financial Advisor
  • Mailing form:

4: How do I exchange shares? Log in to the Individual Investor site with your ID and password. From the Account Summary page, select the desired registration. The Daily Statements page will display. Select “Exchanges” in the left-hand nav.

  1. Select the desired registration.
  2. Note: If you are exchanging into a new fund, select the appropriate fund from the New Fund Investments drop-down window. The system will create that fund with the new account number.
  3. Select the account to which the exchange will be and fill in the appropriate exchange amount. Click Continue.
  4. The Update systematic options will display. If there are systematics (exchanges, purchase, or redemptions) on the “from” fund, you will be asked if you would like them carried over to the “to” fund. Click Continue.
  5. The Update distribution options page will display. Make updates, if needed, to any new accounts. The default for dividends and capital gains is to reinvest. Click Continue.
  6. The Exchange summary page will display. Review the details and click Continue.
  7. The Exchange confirmation page will appear. A transaction reference number will appear at the bottom of the page.

5: Checkwriting — How do I view a paid Checkwriting check? Images of paid Checkwriting checks are available for viewing online. To access a copy of your paid Checkwriting check(s):

  1. Enter your User ID and Password on the Individual Investors site and click the “Login” button.
  2. Click on the “Putnam Accounts” link.
  3. From the left-hand menu, select “Confirmations and statements” and choose the documents you wish to view or download.

Paid Checkwriting checks will display in order of transaction date, with the most recent transaction displaying first. Click the “Show more” link to view additional Checkwriting checks.

Checkwriting checks paid prior to June 8, 2019, will not be available online. To obtain a copy of a Checkwriting check that is not available for viewing online, please contact Putnam Investments. Paid Checkwriting checks are available for up to seven years.

Call 1-800-225-1581
Monday – Friday
8:00 a.m. — 8:00 p.m.

How To Contact Putnam Investments

1: Contacting them by phone.

Available Monday–Friday, excluding market holidays. Times noted are Eastern Time.

Customer service
Toll-free in the U.S.
Monday–Friday: 8:00 a.m. – 8:00 p.m.

International callers
Monday–Friday: 8:00 a.m. – 8:00 p.m.

For those with a hearing impairment, please contact us at the numbers above via a relay service.

Putnam 529 for America
1-877 -PUTNAM529
Monday–Friday: 8:30 a.m. – 7:00 p.m.

Retirement savings (IRA, small business solutions, 403(b) plans)
Monday–Friday: 8:30 a.m. – 7:00 p.m.

Putnam Capital Manager
Monday–Friday: 8:30 a.m. – 6:00 p.m.

Putnam Allstate Advisor
Monday–Friday: 8:30 a.m. – 6:00 p.m.

Password resets and website support
Monday–Friday: 8:00 a.m. – 8:00 p.m.

Non-mutual fund shareholder inquiries

Media inquiries

2: Mailing addresses

Please use for account inquiries, transactions, and additional investments

Standard delivery:
Putnam Investments
P.O. Box 219697
Kansas City, MO 64121-9697

Overnight packages:
Putnam Investments
430 W. 7th Street
Suite 219697
Kansas City, MO 64105-1407

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