Manage Your Finances
Services- Financial Management Account
Financial Management AccountSM
The cornerstone of your investment relationship with Smith Barney, the Financial Management Account (FMA®) allows you to consolidate, manage, monitor and access your cash and other assets, simply and conveniently.
To begin enjoying the benefits of the FMA, simply select and fill out one of the forms below and mail it to your Financial Advisor. Business FMA
Important MasterCard Benefit Information for FMA Cardholders.
Open an FMA account
With an FMA account, you are entitled to the following services:
- Daily Sweep of Cash
- Access to your funds at Citibank ATMs and tellers
- Monthly and Year-End statements
- Automatic Funds TransferSM
- FMA Card
- ThankYou® Network
- Unlimited check writing, online check image retrieval, and online check reorder
- smithbarney.com, including free Internet Bill Pay
- Citi® Identity Theft Solutions
- World Wallet
- Direct Deposit
- Securities-based Lending
- FMA Online Services
Find out how an FMA account can help you:
Direct deposit your tax return into an FMA Account
- You'll get your tax return faster and won't have to wait for mail deliveries (or worry about lost or stolen checks).
- Your money is swept daily, so your refund can start earning income for you right away.
- You can track the refund arrival in an FMA account online.
FMA Client Service Center
If you have an FMA account and need additional assistance, or if you need to report a lost or stolen card, please call the FMA Client Service Center at (800) 634-9855. Representatives are available 24 hours a day, 7 days a week. If calling from overseas, please call (859) 283-8045.
Financial Management AccountSM and Automatic Funds TransferSM are service marks of Citigroup Global Markets Inc.
FMA® is a registered service mark of Citigroup Global Markets Inc.
ThankYou is a registered service mark of Citigroup Inc.
For more information, please contact your Smith Barney Financial Advisor.
