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E-Delivery. Go Paperless. Your account documents are securely stored on smithbarney.com.

Payments & Transfers

Bill Pay

Why waste time searching for stamps or worrying about late payments, when you can pay all of your bills online.
Enter Bill Pay if you have already enrolled, or learn more and enroll online.

Transfer Funds Externally

Automatic Funds Transfers
Move funds swiftly and safely between your bank, credit union, or other accounts. Enter individual and recurring transfers online and track their status as they are processed. Not yet enrolled in AFT? Learn More

Federal Funds Transfers
Submit Fed Fund Wire requests to your branch electronically. Through our automated process, no extra paperwork is required and requests received by 2:00pm ET will be reviewed the same day.

Transfer Funds Internally

To move funds internally from one account to another, save time by submitting instructions to your branch online. Through our automated process, no extra paperwork is required and requests received by 2:00pm ET will be reviewed the same day.1
Transfer Funds Between Accounts
Transfer Funds for an IRA Contribution

Fund Disbursements

Request a Check
Follow our quick online process to request a check, which can be sent directly to you or to a designated third party. Send a request to your branch electronically, and requests received by 2:00pm ET will be reviewed the same day.

 

1Note for Clients with accounts at both Morgan Stanley and Smith Barney: it is not possible to perform these payments and transfers between Morgan Stanley and Smith Barney accounts at this time. Check with your Financial Advisor for more information.
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