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.  

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 11/13/2020, impacted countries include Angola, Brunei, Chad, Cuba, French Guiana, Guadeloupe, Liberia, Libya, Madagascar, Martinique, Mauritius, Niger, Panama, Republic of Congo, Reunion (Bourbon), Saint Pierre and Miquelon (Miquelon), Seychelles, Sierra Leone, South Sudan, 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.
  • For Scholars Choice 529 Plan, please go to www.scholars-choice.com/accountaccessTo change your delivery preferences to electronic, log in to your account, select Profile & Documents, and then select Delivery Preferences.

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 or 529 accounts by logging on to Advisor Central and/or 529 QuickView.

Mutual Funds

Royce Fund Investors


Access your Roycefunds.com investment information.

Account Access

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


529 FA & Client Operational Support
1-888-5-SCHOLAR 
(1-888-572-4652)


529 FA Sales Support
1-800-544-7835
scholarschoice@leggmason.com


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


529 ACCOUNT PROCESSING

Financial advisors should check with their firms regarding internal 529 account processing procedures.


U.S. Postal Service
Scholars Choice College Savings Program
P.O. Box 219372
Kansas City, MO 64121


Overnight Carrier
Scholars Choice College Savings Program
920 Main Street, Suite 900
Kansas City, MO 64121


529 Paperwork Processing Fax
1-617-559-8940


529 FA & Client Operational Support
1-888-5-SCHOLAR 
(1-888-572-4652)

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 Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.