Quickly align your clients’ accounts with investment objectives by assigning target portfolios on the SMArtX platform. Using targets helps automate trading and ensures each account stays on track.

Step 1: On the Home Dashboard look for new accounts listed under the Accounts Without Targets section.

Step 2: Open the account details from the list provided. Select Quick Assign to start the assignment process.

Step 3: Choose a previously created target portfolio from your library.

Step 4: Assign the Target the assignment, select Yes.

Step 5: Decide if you want to turn on Rebalancing for this account and execute a rebalance immediately.

Final Note

Once the target has been assigned, you'll be prompted to the Rebalancer queue to take action and get the target implemented. Until the account is rebalanced, you will not be actively trading to target.

Be sure to: