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Putnam Investments Customer FAQ

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What is Putnam Investments's Phone Number?

The question we are asked most often is about how to talk to Putnam Investments customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Are there any minimum balance requirements for account management?

Putnam Investments generally sets minimum balance requirements that differ by account type or mutual fund. Initial investment...

What is the process for rolling over my retirement account to Putnam?

Transferring a retirement account to Putnam Investments involves identifying the account type, contacting the previous provider...
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Company Information

Where is Putnam Investments located?

Putnam Investments is based in Boston, Massachusetts, serving as the central hub for its portfolio management and client...
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What services does Putnam Investments offer?

Putnam Investments provides expansive financial services, focusing on investment management through various mutual funds,...
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Investment Options

What are the investment options available at Putnam Investments?

Putnam Investments features a wide variety of investment selections, primarily mutual funds across asset classes like equity...
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What are the fees associated with investing at Putnam Investments?

Putnam Investments features a range of investment products, and each may have distinct fees. Common fees include management,...
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What is the minimum investment required at Putnam Investments?

The minimum investment at Putnam Investments varies by fund and could range from a few hundred to several thousand dollars....
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Are there any minimum balance requirements for account management?

Putnam Investments generally sets minimum balance requirements that differ by account type or mutual fund. Initial investment...
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Investment Philosophy

What is Putnam's investment philosophy?

Putnam Investments follows a value-oriented investment philosophy focused on thorough fundamental analysis to identify...
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Are there any special benefits or discounts for long-term investors at Putnam Investments?

Putnam Investments values long-term investors and may offer benefits like lower expense ratios or reduced fees for larger or...
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Performance Tracking

What educational resources does Putnam Investments offer to clients?

Putnam Investments provides a variety of educational materials to help clients make informed financial choices. Their offerings...
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How can I track the performance of my investments with Putnam?

Investors can track their investment performance with Putnam using various tools available on the Putnam website. By logging...
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Account Management

What is the process for rolling over my retirement account to Putnam?

Transferring a retirement account to Putnam Investments involves identifying the account type, contacting the previous provider...
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How does Putnam Investments ensure the security of my financial data?

Putnam Investments prioritizes financial data security through advanced technology and measures like encryption, secure...
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Can I set up automated contributions to my investment account?

Putnam Investments allows for automated contributions to investment accounts, enabling regular transfers from bank accounts....
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