Morgan Stanley Smith Barney Benefit Access is a website, which is designed to help you monitor and manage your employee advantage and equity rewards plans. Morgan Stanley Smith Barney Benefit Access website gives a chance to login to get the information about its service. When you logon In Benefit Access, you will find your documents posted and ready for printing. After the login process, you can receive, view and store your transaction confirmations and select account statements easier and faster.
Morgan Stanley Smith Barney is a Joint adventure of company between Morgan Stanley’s global wealth management business and Smith Barney including Quilter in the UK, and Smith Barney Australia. It has been working with 18,000 Financial Advisers in the financial industries since 15 years. It provides services like:
Planning Services : Their financial services specialize in several areas of financial planning, including retirement planning, education planning, estate planning, insurance services and charitable planning. You can plan for education, life security, retirement, etc. by this service.
Banking and Cash Management Services: In this service, It provides banking services like (1) Financial Management Account (FMA®) which offers you to consolidate, manage, monitor and access your cash and other assets, simply and conveniently (2) credit cards, they offer family of credit cards, issued by Citibank, to fit your needs. The credit cards have a range of benefits including cash back, travel benefits, and rewards. (3) ThankYou® Network, It is Citi’s unique, no-fee rewards program that lets you earn points from many places and pool them to redeem for exactly what you want from a collection that offers millions of rewards.
Investor Education: Learn about financial planning and investing. Broaden your investing know-how with online courses and more.
Lending Services: If you need a loan and mortgage, then visit their Lending Services section for details about the services available through Morgan Stanley Smith Barney and Citibank.
Private Business Services: You can also manage cash, a better way to borrow funds or a more effective way to pass on your business, through their relationship with Citibank by Morgan Stanley Smith Barney Private Business Service.
Morgan Stanley Smith Barney Benefit Access Login
If you want to login in Morgan Stanley Smith Barney Benefit Access for taking benefits about viewing and storing your Transaction Confirmations, download trade and sale confirms, and find your documents posted and ready for printing, then open the www.BenefitAccess.com site enter the 11-digit User Name from your Welcome letter and your 6-digit Password in the login box which will see on the upper left hand corner of the screen and Log on.
Morgan Stanley Smith Barney Benefit Access registration:
Registration process is necessary for first time users, for this, open the site and click on register your account link which is stayed on right side, open link enter stock symbols, click on continue option, enter your personal details and complete registration process. After this process, you will receive an email containing a customized email link known as a BAMail. You will need to clicks on the BAMail and you will be brought to the account Validation Page. If successfully validated, you will need to create a new User Name and Password. Your User Name must be a minimum of 6 characters and begin with a letter. Your Password must be a minimum of 6 characters. After that read carefully the terms and conditions of this site and you must click on the “I Agree” button prior to activating your account. Now you are ready to access your benefit account.
First time, you view your account information through Morgan Stanley Smith Barney Benefit Access, you must logon in web site and activate your account using your temporary User Name (found in your Welcome Letter) and temporary Password (mailed separately). You will then be prompted to choose a new User Name and Password.
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