Frequently asked questions
Where can I find information on the merger with ?
Check out or comprehensive FAQS on what the merger means for you.
How do I reset my User ID or Password?
We make it easy to retrieve your User ID and reset your password online.
How do I fund an account?
Choose the method that works best for you:
- Transfer money electronically: Use our Transfer Money service to transfer within 3 business days.
- By check: You can easily deposit many types of checks.
- By wire transfer: Wire transfers are fast and secure.
- Transfer an account: Move an account from another firm.
- Direct deposit: Automatically deposit your paycheck and other recurring income to your Private Bank checking or savings accounts or your bettervestrade brokerage account.
Go now to fund your account.
How can I deposit a check?
The most convenient way to deposit a check is through bettervestrade Mobile check deposit feature. Make sure the check is payable to you (in the same name as appears on your account), or to Smith Barney LLC for deposits to your brokerage accounts or Private Bank for deposits to your bank account. Note: Mobile check deposit maximum is $250,000 per day.2
Have additional questions on check deposits? Learn more
When will my funds be available to invest?
Once you have set up and initiated a transfer from an external funding account, funds may take up to three business days to hit your account. Internal transfers (unless to an IRA) are immediate. Learn more
Looking for other funding options? See funding methods
What are my routing numbers?
Private Bank (Formerly bettervestrade Bank): 256072691
bettervestrade (brokerage accounts): 056073573
For common uses of routing numbers, please click here.
How do I place a trade?
At bettervestrade, we make it easy to trade stocks, bonds, ETFs, mutual funds, and more. Watch our platform demos or join us live every Wednesday at 11 a.m. ET for a 20-minute getting started webinar. We’ll show you how to place an order, and answer any questions you have during a live Q&A session. All with no hold times!
How do I access tax information & forms?
Visit our Tax Center for all your tax information needs.
How do I submit documents/paperwork?
Use our document upload tool or email us at info@bettervestrade.com. Please reference the instructions on the application or form.
- Upload document: security upload forms, applications and other documents to Customer Service.
Get up to $1,000 $1,500 for a limited time1
Open and fund a new brokerage account with a qualifying deposit by 6/30/2026. Learn how
Terms apply. Use promo code: BVT2026