![]() ![]() Although the questions were simple, the customer care agent remained professional. The line of questioning centered on the hours of operation. After connecting to the operator, we connected with the customer service department. Instead of listening to the automated system, we pressed (0) in order to reach the operator. We called the customer service hotline and connected within 60 seconds. In the event you are pressed for time, connecting with a live customer service agent is rather simple. Prior to sending our message, there was a message stating a customer service representative answers customer concerns within five (5) business days. We used the online support email address listed in order to send a message relating to starting an account and closing an account. When customers asked questions, the customer service team responded in approximately three (3) business days. Social MediaĪlthough there were several conversations between the customer service team and customers, the average response time was not optimal. If you are looking for contact information, you will need to visit the Customer Care page. In the event you need questions resolved about your individual account, you will need to sign into your account. ![]() After landing on the homepage, you have the ability to find a financial advisor or locate a Wealth Advisor, you can find out information relating to wealth management and investments, as well as ways to grow your small to large business. Morgan Stanley1585 Broadway New York, NY 10036 Official WebsiteĬustomers visiting the Smith Barney website are redirected to the Morgan Stanley client services website. Click here to leave a comment about your customer service experience. In the event you need to reach out to the customer service department, first contact your financial advisor or connect by phone, email, traditional mail or through social media. Although Smith Barney is a part of Morgan Stanley, thee levels of customer service are still the same. During the financial collapse of 2008, Smith Barney was sold to Morgan Stanley as a part of a joint venture with Citigroup. Smith Barney, better known as Morgan Stanley, is a multinational financial institution dealing primarily with wealth management. In the compaint I requested that the fees charged against my account be refunded.Contacting Smith Barney Customer Service Center Contacting Smith Barney Customer Service Center I have recently filed a complaint against Morgan Stanley-Smith Barney (Newport Beach Branch) with the Securities and Exchange Commission. To make matters even worst, I was charged $ 188 to transfer my accounts to the another firm. Since I did not receive a response by early March 2011, I decided to transfer my account to another organization. It is now March 2011, and I have received no reply. 14, 2011 to the Branch Manager, of Smith Barney (Newport Beach, CA Branch) in which I asked that the fees be reversed. I appealed to my account representative to reverse the fees. I was charged those 2 amounts for the entire year, even though the announcement was made in April, the fees were NOT pro-rated. Then, on ApI, Smith Barney announced that I, along with others would be charged $ 150 for my FMA account and $ 95 for my «Basic Securities Account». In over 20 years, I have never been charged any fees for maintaining my 2 accounts with Smith Barney. In the last 10 years I have maintained a mid 6 figure account with this financial organization. I have been a client with Smith Barney (now Morgan Stanley Smith Barney) for over 20 years. And be aware that you may be charged a fee to transfer your account. It seems to me that Smith Barney’s fees are higher compared to other firms. I would also check their transaction fees against other broker firms. The firm charges high fees for maintaining even large accounts (such as mid 6 figure assets accounts). Stay away from Morgan Stanley-Smith Barney (Newport Beach, CA Branch).
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