Top Content Curve

Marketwatch

News | Indices
Dow 12878.20 +33.07 4:30pm
Nasdaq 2904.08 +2.09 5:30pm
S&P 500 1347.05 +2.72 4:32pm
Separate multiple symbols with a space

Banking and Cash Management Services

Financial Management Account

As the cornerstone of your investment relationship, the Financial Management Account (FMA®) allows you to consolidate, manage, monitor and access your cash and other assets, simply and conveniently.

Manage your finances with ease

  • View a concise snapshot of your assets and account activity in consolidated statements.
  • Check your account balances and activity, retrieve check images, or reorder checks anytime on smithbarney.com.
  • Download account information to Quicken.

Access your funds any time, anywhere

  • Use your Debit Card, a no-fee MasterCard®, wherever MasterCard is accepted.
  • No fee cash withdrawals from any Chase ATM1.
  • Pay bills online or write unlimited checks, for free.
  • Set up a one-time or recurring Automatic Funds Transfer.

Make your money work harder

  • Cash balances of $1 or more are automatically invested into FDIC-insured, interest-bearing accounts or tax exempt money funds. Certain restrictions apply.
  • Earn up to 30 extra days of interest, with Debit Card purchases debited from your FMA only once per month.

FMA Client Service Center: 1 (800) 634-9855. Representatives are available 24 hours a day, 7 days a week. If calling from overseas, please call 1 (859) 283-8045.

1Surcharge free Chase ATM withdrawals are available on the Chase-issued Debit Card.

Morgan Stanley Smith Barney LLC. Member SIPC.

For more information, please contact your Financial Advisor.

Bottom Content Curve