Features on smithbarney.com
Customization
Customized Research
Use the new Custom Research search tool as a quick way to compile and review an accurate, timely list of research. For your convenience you can search on either symbols or keywords.
Customized News
Customize the news and research you want.
Customized Homepage
Choose from a variety of content areas to view when you log on.
Group Accounts
View all of your retirement, college savings or any combination of your accounts in one place.
Nickname Accounts
Nickname your accounts for easy reference.
Portfolio Spreadsheet Download
Download your portfolio information into an Excel spreadsheet.
Watch List
Monitor up to 90 securities on 3 watch lists.
Communication Options
Secure Email
Communicate securely with your Financial Advisor advisor.
Alert Messages
Have important financial information delivered to your e-mail or mobile device.
E-Delivery
Receive online notification of statements, confirmations, prospectuses, proxy materials and 1099s.
Services
Account Aggregation
Combine and track all of your online accounts with Total View.
Automatic Funds Transfer
Move funds swiftly and safely.
Check Image and Copies
View and print check images online or order individual check copies.
Financial Management Account (FMA)
Consolidate, manage, monitor and access your cash and other assets, simply and conveniently.
Bill Pay
Paying bills on time has never been easier.
Lending Services
Access a full range of lending options.
Settings and Account Access
Change Password
We recommend that you change your Password at least every 90 days.
Change User Name
Create a new User Name.
Sub-User
Allow a family member or interested party to gain access to the account or accounts you deem fit.
Instructional Guides
Take advantage of online services and account views for registered clients.
For more information, please contact your Financial Advisor.