This series is designed to guide new SMArtX Advisor users through their first two days on the platform. It focuses on what to do, in what order, and where to pay attention — with internal links to the SMArtX Support Center for additional guidance.
Follow Day 1 steps to log in, and work on your non-taxable accounts = core workflows.
Move to Day 2 once you are comfortable with core actions.
Note: This guide is organized as a "Day 1 & Day 2 Focus" however, it may take multiple days to get yourself fully on the platform.
Day 1: Be Sure to Log Into SMArtX via Welcome Emails
You should have received 2 welcome emails. The first identifies your username and a link to the login page, while the second contains a link to set your password. If you need these, contact getsupport@smartxadvisory.com.
First Focus: Core Workflow: Non-Taxable Accounts
Goal: Use the core SMArtX workflow using non-taxable accounts.
These accounts are the simplest to process and allow you to:
Verify account setup
Apply restrictions correctly
Model research (if needed)
Assign targets
Generate and approve trades
Raise or deposit cash through the CMA -Cash Management Application
Why Day 1? If you know where non-taxable accounts are going, you can assign targets and rebalance all of them in one session. If your account is missing contact support at clientservices@smartxadvisory.com
Second Focus — Advanced Workflows: Taxable Accounts & SMAs
Goal: Use more complex workflows including:
Taxable account transitions
Separately Managed Accounts (SMAs)
These workflows require additional analysis and decision-making.