Individual Investors - Client Advocate

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Client Advocate

Our Client Advocate can help you resolve any issues that are not promptly resolved by your Financial Advisor or Branch Manager. If you have an issue or concern, we will make it our priority to address it. You may contact our Client Advocate by completing and submitting the secure form below, or by using the following telephone, mailing or fax information.

By Phone:	By Mail:
(866) 227-2256 (Monday - Friday, 9 a.m. to 7 p.m. ET)	Morgan Stanley Smith Barney Client Advocate PO Box 95002 South Jordan, UT 84095
By Fax:
(801) 365-3848

* Indicates required field.

Client Information
If your issue is associated with an account in your name, please provide your name and contact information in this section. Otherwise, please provide the Client's name and contact information in this section.

Title		Client's First Name*		Client's Last Name*

Client's Mailing Address*

Client's E-mail Address*

Client's Phone Number

I am the client listed above and this issue relates to my account.

Yes

Your Issue*
Share your issue with us. Please include as much detail as possible including dates, names, events, and desired outcome so that we may properly address your concerns.

I will send additional documentation*

By Mail

By Fax

None

By checking the Electronic Signature below, I verify that to the best of my knowledge all information provided is true and accurate.

Electronic Signature*


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