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Morgan Stanley Smith Barney Reserved

Morgan Stanley Smith Barney Reserved uniquely recognizes and rewards clients with value added benefits for the entire family to enjoy.

Program benefits include:

  • Unlimited account fee waivers
  • 24/7 access to the Reserved Client Service Center
  • Product discounts and special services

Nobody likes paying fees, and with Reserved there are fewer of them.

Sample Account Fee Waivers:

  • IRA, Simple IRA, 403(b)
  • Educational Savings Account
  • FMA®
  • Business FMA

To make sure you and your family are getting the most from your Morgan Stanley Smith Barney relationship, speak to your Financial Advisoradvisor to discuss how you may qualify.

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Clients must continue to qualify for Morgan Stanley Smith Barney Reserved on an annual basis in order to maintain Reserved status and benefits.

FMA® is a registered service mark of Morgan Stanley Smith Barney LLC.

Investments and services are offered by Morgan Stanley Smith Barney LLC and accounts carried by Citigroup Global Markets Inc.; members SIPC.

For more information, please contact your Financial Advisor.

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