Putnam Investments Login Instructions & Routing Number

Putnam Investments Login Step-by-step Instructions. In order to make logging into your Putnam Investments individual investors’ account as easy as possible, we have put together a few guidelines to follow. By following these simple steps, you’ll be able to log in and enroll in your account with ease. Moreover, we will guide you to retrieve your User ID and reset your login password as well.

Let’s get started to know more details!

About Putnam Investments

George Putnam launched Putnam Investments, a privately held investment management company, in 1937 after creating The George Putnam Fund of Boston, one of the first balanced mutual funds.

One of the first mutual fund complexes in the US, Putnam has 96 institutional clients, 79 distinct mutual fund products, over seven million shareholders, and is responsible for managing over $183 billion in assets.

Boston, Massachusetts serves as the home office for Putnam, which also has locations in London, Tokyo, Frankfurt, Sydney, and Singapore. In June 2017, it managed $183 billion in assets for 80 index funds, 100 financial institutions, and 5 million investors and members. It is a division of Great-West Lifeco. Currently, the Power Financial Corporation is its owner.

Putnam Investments Individual Investors’ Products

Putnam Investments provides its individual investors with a variety of products which include:

Annuities

Putnam collaborates with some of the most well-known insurance companies in the nation such as Variable Trust, Talcott, and Allstate to offer its financial knowledge and solutions.

Putnam Variable Trust assets are accessible through flexible solutions made available by independent insurance providers. any variable annuity or variable life product prospectus that includes information about investments in Putnam Variable Trust funds.
Long-term investments created for retirement, variable annuities. The Talcott Resolution Life, Inc., Simsbury, CT company owns flexible-premium variable annuities under the Putnam Capital Manager brand.

One of the biggest and most rapidly expanding providers of life insurance is Allstate Life Insurance Company. As an insurer, Allstate Life delivers strength and stability as well as a constant dedication to providing high-quality services.

Closed-end funds

Four closed-end funds managed by Putnam include a wide variety of taxable and tax-exempt fixed-income strategies.

Closed-end funds, as opposed to open-end funds, can only issue a fixed number of shares that are listed and traded on a national stock market. Open-end funds, however, can issue an unlimited number of shares for direct purchase by investors. On the New York Stock Exchange, Putnam closed-end fund shares can be bought and sold (NYSE).

Closed-end fund shares are traded at market value, which may or may not be greater or less than the share’s net asset value (NAV). Open-end fund shares, on the other hand, may be subject to sales commissions but they trade at NAV.

The market price of closed-end fund shares typically reflects the performance of the underlying portfolio’s investments, but it can also be impacted by other variables, including market conditions, shifts in investor opinions of the fund or its investment advisor, supply and demand fluctuations for the fund’s shares, and adjustments to funding distributions.

College savings (529 for America)

Around two decades ago, Putnam Investments introduced one of the nation’s first advisor-sold 529 savings programs, and since then, it has assisted families all over the country in securing their futures. Putnam’s over 80 years of investing knowledge, industry-recognized customer service, and competence in managing 529 plans are all integrated.

Mutual funds

As of 7/31/22, Putnam Investments offered 23 Putnam funds with 4- or 5-star Overall Morningstar Ratings.

Active ETFs

Here are some reasons that you should consider Active ETFs:

Actively choosing stocks

Active ETFs aim to outperform market benchmarks by investing in stocks that the fund managers believe have superior prospects.

Tax effectiveness

Compared to other investment vehicles, the structure of ETFs can lessen the impact of capital gains distributions.

With no minimum investment

ETF shares are traded on an exchange just like stocks. They trade continuously, providing quick price discovery and practical buying and selling.

Retirement plans/DCIO

An Individual Retirement Account (IRA) can help you build a more comfortable retirement, regardless of where you are in your career. An IRA is simple to create and contribute to, and they have significant tax benefits. Every investor should give this one retirement savings account some thought.

How to Login into Putnam Investments Individual Investors’ Account?

You can access your Putnam Investments Individual Investors’ account from any location if you have one. You must understand how to access your account in order to get there.

Here are the instructions to do that:

Step 1: Go to the homepage of Putnam Investments

Open the following link: https://www.putnam.com/ to get access to Putnam Investments’s official website.

Step 2: Navigate to Investor Log in

Move the mouse pointer to “My Accounts” and then select “Individual Investors”. After that, a login box will appear.

Step 3: Input your login detail

Enter your User ID and Password.

Then click “Login” to get access to your Putnam Investments account.

How to Retrieve your Login User ID?

In order to recover your Username, follow the steps below:

Step 1: Go to the homepage of Putnam Investments

Open the following link: https://www.putnam.com/ to get access to Putnam Investments’s official website.

Step 2: Navigate to Investor Log in

Move the mouse pointer to “My Accounts” and then select “Individual Investors”. After that, a login box will appear.

Step 3: Move to Forgot your User ID?

Press on “Forgot your User ID” and a box will appear on the screen.

Step 4: Enter the information relating to your account

Fill in your SSN and Email address.

After that, click “Submit” and you will now receive an email. Just check it and retrieve your User ID.

How to Reset your Login Password?

If you have forgotten your password by mistake, it is fortunate that you can reset it by following the instructions below:

Step 1: Go to the homepage of Putnam Investments

Open the following link: https://www.putnam.com/ to get access to Putnam Investments’s official website.

Step 2: Navigate to Investor Log in

Move the mouse pointer to “My Accounts” and then select “Individual Investors”. After that, a login box will appear.

Step 3: Move to Password hint

Press on “Forgot your Password” and a box will appear on the screen.

Step 4: Find the Password hint

Fill in your User ID and SSN.

After that, press on “Next” and adhere to the following given steps on the website to reset your login password.

How to Register a Putnam Investments Individual Investors’ Account?

A Putnam Investments client can easily enroll in an account. It will be simpler to validate your information as an account holder because you already have an account. From there, you can continue to register for a login account and get banking freedom. 

The steps are below:

Step 1: Go to the homepage of Putnam Investments

Open the following link: https://www.putnam.com/ to get access to Putnam Investments’s official website.

Step 2: Navigate to Investor Log in

Move the mouse pointer to “My Accounts” and then select “Individual Investors”. After that, a login box will appear.

Step 3: Move to Password registration

Click the “Register” button and you will see a box appear.

Step 4: Establish a new password

Complete filling in your SSN and Account or Contract number.

After that, click “Submit” and follow the next given instructions on the website to complete the registration.

Putnam Investments Customer Service

If you have any problems with Putnam Investments, contact its customer service for assistance via:

Customer Service Phone Number

Toll-free in the U.S

1-800-225-1581

Monday–Friday: 8:00 a.m. – 8:00 p.m.

International callers

+1-978-974-1040

Monday–Friday: 8:00 a.m. – 8:00 p.m.

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)

1-800-662-0019

Monday–Friday: 8:30 a.m. – 7:00 p.m.

Putnam Capital Manager

1-800-521-0538

Monday–Friday: 8:30 a.m. – 6:00 p.m.

Putnam Allstate Advisor

1-800-390-1277

Monday–Friday: 8:30 a.m. – 6:00 p.m.

Password resets and website support

1-888-478-8626

Monday–Friday: 8:00 a.m. – 8:00 p.m.

Non-mutual fund shareholder inquiries

1-617-292-1000

Media Inquiries

1-617-760-7529

Mailing addresses

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

Putnam Investments routing number

ROUTING NUMBER	PUTIUS3B
SWIFT CODE	PUTIUS3B
BANK CODE	PUTI
COUNTRY CODE	US
CITY CODE	3B

FAQs about Putnam Investments Login

How big is Putnam Investments?

Putnam Investments is one of the earliest families of mutual funds under active management, dating back to 1937. The Boston-based investment company, which last reported managing $179 billion in total assets, is now a part of Great-West Lifeco.

What happened to the Putnam Investors fund?

Today, Putnam Investments disclosed that Great-West Lifeco Inc., a Montreal-based subsidiary of Power Financial Corp., will purchase the company for $3.9 billion.

Is Putnam a good mutual fund?

Yes, Putnam Investments is one of the best global mutual fund providers.

Conclusion

That’s all there is to it! If you have any questions, please feel free to comment below and we will do our best to help. Now that you know how to log into your Putnam Investments individual investors’ account, you can start your application process immediately.

Thank you for viewing the post. HDBank Career hopes this article will be helpful to you who have the tendency to login into Putnam Investments for its convenience. More related articles can be found in Banking.