This guide explains how to link Goldman Sachs custodial accounts to SMArtX so:

Goldman Sachs account linking occurs through Folio Institutional after your firm authorizes SMArtX as a Third Party Agent (TAMP).

Account linking must be completed directly with Goldman Sachs.
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SMArtX cannot initiate or manage this process.

Advisors can link accounts to SMArtX through Folio Institutional once the required Goldman Sachs paperwork is complete.

Confirm the following:

⚠️ Only advisors who have completed the GSCS Third Party Agent Supplement with Goldman Sachs and SMArtX will be able to select SMArtX in Folio Institutional.

Request the GSCS Third Party Agent Supplement from your Goldman Sachs representative.

Once completed:

Submit the form back to your Goldman Sachs service team for processing.

This authorization allows SMArtX to be selected as a Third Party Agent.

Log into Folio Institutional.

Navigate to:

Account Settings → Account Selections

Then complete the following:

Under Third Party Agent Type, choose:

Turnkey Asset Management Platform (TAMP)

From the agent list, select:

SMArtX Advisory Solutions

Click Save.

After saving the changes, verify that the account is linked.

Navigate to:

Account Profile → Account Selections → Third Party Agent

You should see:

SMArtX Advisory Solutions

listed as the Third Party Agent.

⚠️ If SMArtX does not appear, the Branch Code or Repcode may not have been applied correctly.

Once linking is complete:

When sending electronic communications to Goldman Sachs regarding SMArtX accounts, include:

📧 clientservices@smartxadvisory.com

For Goldman Sachs account linking questions, contact:

For SMArtX platform support:

📞 561-559-7676

Or click the 💬 chat bubble in the bottom-right corner of your advisor dashboard.