Morgan Stanley Smith Barney Reserved
Morgan Stanley Smith Barney Reserved recognizes and rewards clients with value added benefits for the entire family to enjoy. To make sure you and your family are getting the most from your Morgan Stanley Smith Barney relationship, speak to your Financial Advisor to discuss how you may qualify.
Program benefits include:- Unlimited account fee waivers
- Access to 24/7 Reserved Client Service Center
- Product discounts and special services
Nobody likes paying fees, and with Reserved there are fewer of them. Below is a sampling of some of the account fees that are waived for Reserved clients and their families.
- Individual Retirement Account
- Educational Savings Account
- Active Assets Account
- Business Active Assets Account
Please talk toyour Financial Advisor to find out more about Morgan Stanley Smith Barney Reserved and how you may qualify.
Clients must continue to qualify for Morgan Stanley Smith Barney Reserved on an annual basis in order to maintain Reserved status and benefits.
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