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What account types are allowed on SMArtX?

SMArtX supports a wide range of account types, including:

  • Individual and Joint accounts

  • Traditional, Roth, SEP, SIMPLE, and Rollover IRAs

  • Trust accounts

  • Custodial accounts (UTMA/UGMA)

  • Entity and organization accounts

  • SMA accounts

  • HSA accounts (depending on custodian support)

For HSAs specifically, SMArtX can support them, though eligibility may depend on the custodian and whether the HSA allows third-party investment management.

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