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- Financial Management Account
Banking and Cash Management Services
Financial Management Account
As the cornerstone of your investment relationship, the Financial Management Account (FMA®) allows you to consolidate, manage, monitor and access your cash and other assets, simply and conveniently.
Manage your finances with ease
- View a concise snapshot of your assets and account activity in consolidated statements.
- Check your account balances and activity, retrieve check images, or reorder checks anytime on smithbarney.com.
- Download account information to Quicken or Microsoft Money.
Access your funds any time, anywhere
- Use your FMA Card, a no-fee Gold MasterCard®, wherever MasterCard is accepted.
- No fee cash withdrawls from any Citibank ATM or Citibank Teller.
- Pay bills online or write unlimited checks, for free.
- Set up a one-time or recurring Automatic Funds Transfer.
Make your money work harder
- Cash balances of $1 or more are automatically invested into FDIC-insured, interest-bearing accounts or tax exempt money funds. Certain restrictions apply.
- Enroll your FMA Card in ThankYou® Network to earn rewards points.
- Earn up to 30 extra days of interest, with FMA Card purchases debited from your FMA only once per month.
FMA Client Service Center: 1 (800) 634-9855. Representatives are available 24 hours a day, 7 days a week. If calling from overseas, please call 1 (859) 283-8045.
ThankYou is a registered service mark of Citigroup Inc.
Morgan Stanley Smith Barney LLC. Member SIPC.
For more information, please contact your Financial Advisor.
Clients with Financial Management Accounts may contact their Financial Advisoradvisor with any questions on current features and functionality.