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Banking and Cash Management Services

Banking and Cash Management Services

Banking is a critical component of wealth management, and at Morgan Stanley Smith Barney, you have access to a full spectrum of banking services to support your wealth management strategy. Simplify the complexities of your daily income management with offerings that help you manage your finances toward short-term needs and long-term goals and objectives.

Manage your money for today and tomorrow

Our premium investment account, the FMA® (Financial Management Account), allows you to manage cash and other assets through convenient access and round-the-clock servicing.

Find the perfect card for your needs

Choose among credit cards that offer cash back, rewards and access to premier services.

Earn your just rewards

Earn rewards points with ThankYou® Network, Citi’s no-fee rewards program that lets you pool points received for banking* with Citibank and using certain Citi credit cards and Citibank debit cards.

*Separate enrollment of eligible Citibank consumer checking account required. Enrollment and participation are subject to terms, conditions and restrictions. Participation limited to customers who are either citizens or resident aliens of the United States (U.S.) with a valid U.S. taxpayer identification number. Taxes, if any, are customer’s responsibility.

Morgan Stanley Smith Barney LLC. Member SIPC.

For more information, please contact your Financial Advisor.

Please contact your advisor for more information about available products, services and research.

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