ACCOUNT ACCESS

Franklin Templeton acquisition of Legg Mason is complete.

We are excited to announce that Franklin Templeton’s acquisition of Legg Mason is complete creating one of the world’s largest independent investment managers. All sales, service and day-to-day operations within each firm remains unchanged at this time and current customers should continue to go to their existing points of contact at each firm. All account servicing features and policies will remain business as usual until communicated otherwise.  

Online Account Access
For New and Existing Users

A new experience is coming soon.

The new Account Access will deliver an improved user experience for you to access and manage your mutual fund accounts online from your desktop or mobile device. With new, easy to use tools at your fingertips, and enhanced fraud protection, you have the security and convenience to manage your financial freedom.

  • Enroll in e-delivery of statements and tax forms
  • Easy navigation and “Quick Links” to most commonly used functions
  • Quick and secure log-in and forgot password process simplifies account access
  • Seamless on-the-go access to your accounts across all your desktop and mobile devices
  • View real-time account balances and transaction history
  • Open new investment accounts and buy, sell or make exchanges into new or existing accounts
  • Create and manage automatic investment and systematic withdrawal plans
  • Update personal and beneficiary information
  • Enroll in SMS text alerts for online activity: financial transactions, account maintenances and profile changes.

COVID-19
Mailing Impact

COVID-19 may negatively impact the U.S. Postal Service (USPS) and delay your receipt of communications regarding your account, including transaction confirmations, periodic account statements, trade confirms, regulatory notices, tax reporting documents, prospectuses, shareholder communications, and our receipt of communications from you, including contributions and withdrawal requests. Specifically, the USPS has temporarily suspended international mail service to the countries listed on their  https://about.usps.com/newsroom/service-alerts/international/welcome.htm.

To avoid being adversely impacted by postal service-related delays and suspensions, we encourage you to transact via our recently redesigned secure online website and also elect e-delivery of all documents and communications. The funds’ Transfer Agent is currently holding all impacted mail and will release the mail once the country’s suspension is lifted.  






As of 09/10/2021, impacted countries include Afghanistan, Australia, Bhutan, Brunei, Cuba, French Guiana, Guadeloupe, Laos, Martinique, Mayotte, Mongolia, Reunion (Bourbon), Saint Pierre and Miquelon (Miquelon), Samoa, South Sudan, Syria, Tajikistan, Timor-Leste, Turkmenistan, and Yemen.

To register your account, follow the below instructions.

  • For Mutual Funds, please go to www.leggmason.com/accountaccessTo change your delivery preferences to electronic, log in to your account, select Account Options, and then select E-Delivery Options.

Shareholders


Manage your investments and view statements with easy online access to your Legg Mason assets.

FINANCIAL ADVISORS


Track activity in your clients’ Legg Mason mutual fund account by logging on to Advisor Central.

Royce Fund Investors


Access your Roycefunds.com investment information.


Tax Center


Access current and historical tax forms and information for Legg Mason products.


CONTACTS & SUPPORT

HELP DESK

Our investment professionals are on call to support you.


Legg Mason Funds Investor Services
1-800-822-5544
Leggmasonfunds@leggmason.com


Closed-End Fund Support
1-888-777-0102


Royce Funds Support
1-800-841-1180

MUTUAL FUND
MAILING INFORMATION

For Royce Funds mailing information, please visit Roycefunds.com.


U.S. Postal Service
Legg Mason
P.O. Box 9699
Providence, RI 02940-9699


Overnight Carrier
Legg Mason
4400 Computer Drive
Westborough, MA 01581


IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Sales Desk 1-800-822-5544 or your sales contact for more information.