Personal Finance Management

Your account information is compatible with Quicken personal finance management software.

If you are a registered smithbarney.com user, you can:

Download your investment holdings and account activity for free.
No paperwork is needed to enroll—just call your Financial Advisor advisor to enroll.
Use your smithbarney.com User Name and Password to log on to Quicken.

If you are not a registered smithbarney.com user, you can still use Quicken software to:

Download your investment account transactions for free.
Once the form is processed, you will receive a PIN through the mail to log on to Quicken.

If you would like to use Quicken's bill payment service:

There is a $5.95 per month fee plus applicable overage charges. (The $5.95 fee is waived for Reserved clients).
A Financial Management Account is required.

Download Instructions1

1Please contact your Financial Advisor advisor to enroll before downloading instructions.

For more information, please contact your Financial Advisor.

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