My Bank Accounts My Brokerage Accounts  
 
Select the Institution Name Enter Account Details Verification  
 
Add Investment Accounts
To set up your account, we must verify your account ownership. Enter information for your Smith Barney Brokerage account and click "Continue" for instructions.
Smith Barney Brokerage Account Details (Required to set up the account)
Account Number
 (8 digits, no hyphens)
Re-enter Account Number
 
Checking Number
(Found on your Smith Barney Brokerage checks. See below)
 
Re-enter Checking Number
 
Nickname (a description you assign to the account)
 
 
(Some account types, especially IRAs, 401(k)s and custodial accounts have special tax implications and restrictions. At this time, these accounts are not allowed for use with this service)