FAQs
Answers to frequently asked questions.
10 articles
What should I know about raising cash through rebalancing in SmartX Advisory Solutions?
How can I see my total AUM at SMArtX?
Why can't I see a particular account on the platform?
What is a target?
What does the rebalancer function do?
How often should I be reviewing my rebalancer and taking action?
Why did a rebalance request fail?
How can I check if my Cash Management transaction went through?
Can I cancel a Cash Management transaction that is set to occur same day?
My client deposited funds into their custodial account today. Can I invest those funds on SMArtX today?