Services
Services
Quick Links to online services and settings on smithbarney.com.
Smith Barney® Reserved Smith Barney has an exciting new program which uniquely recognizes and rewards clients with great benefits. Learn More.
Planning Services
Smith Barney Planning Services is a collection of business units, within Smith Barney, that specialize in areas of:
Financial Management Account
The Financial Management Account (FMA®) is Smith Barney's premier full-service brokerage account. The FMA account allows you to consolidate, manage, monitor and access your cash and other assets, simply and conveniently.
ThankYou® Network
ThankYou Network is a no-fee rewards program that offers you easy ways to earn points and thousands of rewards to choose from. And points add up quickly because you can combine points earned at Smith Barney with those you earn from participating Citi credit cards, banking with Citibank with an eligible checking account enrolled in ThankYou Network, and through booking qualified travel with Expedia®.
Credit Cards
The Smith Barney Platinum Select MasterCard combines the capabilities of Smith Barney and Citibank (South Dakota), N.A., the largest credit card issuer in the world, to provide an integrated credit card offering with the buying power, servicing, security and rewards that you deserve as a valued Smith Barney client.
Investor Education
Learn the basics of financial planning and investing. Broaden your investing know-how with online courses and more.
Philanthropic Services
While our generosity can certainly improve the communities in which we live and work, it can also help us financially. Smith Barney offers strategies for both investors and nonprofit institutions to improve their situations through charitable giving.
Citi Trust
Citi Trust offers a full range of personal trust and estate services nationwide. Along with a high level of client service, we provide virtually unparalleled investment management flexibility from a selection of some of the world's finest investment managers.
Institutional Services
With expertise in global investment research, securities trading, investment banking, asset management and brokerage services, we have the resources to help you reach just about any objective.
Lending Services
Need a loan? A mortgage? Visit our Lending Services section for details about the services available through Smith Barney and Citibank. Even apply online!
Private Business Services
Whether you are looking for a more efficient way to manage cash, a better way to borrow funds or a more effective way to pass on your business, Smith Barney and its Citigroup affiliates have the insight, resources and experience to help you meet your financial needs.
Wealth Management
As a part of the world's largest financial institution, Smith Barney offers the most extensive platform of customized servicing, individual strategies and product applications to help meet the requirements of the substantial private investor. Learn more about Wealth Management at Smith Barney.
Services are provided by one of the following entities: Citibank, N.A.; Citicorp Trust, NA (California); Citicorp Trust, N.A. (Florida); Citicorp Trust South Dakota; Citicorp Trust Bank, fsb; or Smith Barney Corporate Trust Company. The services provided by these entities are referred to as "Citi Trust."
Women & Co. is a division of Citigroup. Women and Company and Women & Co. are registered service marks of Citigroup Inc.
Financial Management Accountsm is a service mark of Citigroup Global Markets Inc.
FMA® is a registered service mark of Citigroup Global Markets Inc. MasterCard® is a registered trademark of MasterCard International.
Citigroup Geneva Capital Strategies Inc. is a member of NASD and SIPC and is an affiliate of Citigroup Global Markets Inc. (Member SIPC)
ThankYou is a registered service mark of Citigroup Inc.
Expedia and Expedia.com, are either registered trademarks of trademarks of Expedia, Inc., in the U.S. and/or other countries.
For more information, please contact your Smith Barney Financial Advisor.
