Free Forever IRA
with $50,000+ Rollover
Add, transfer and/or roll over $50,000 to a Morgan Stanley Smith Barney IRA by May 31, 2012 and we will waive your annual maintenace fee for the life of the account.
By law, some IRAs may not be consolidated. Consult your personal legal advisor.
The offer is limited to one account waiver per Social Security Number. Redeposit of a prior IRA distribution does not qualify. Other product fees and charges (e.g. commissions) continue to apply. Funds must remain in the IRA for one year from the date of deposit to qualify for the Free Forever IRA maintenance fee waiver.
Morgan Stanley Smith Barney will help complete your rollover.