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.
