FAQs
Answers to frequently asked questions.
7 articles
- What should I know about raising cash through rebalancing?
- Why can't I see a particular account on the platform?
- 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?
- What account types are allowed on SMArtX?
- Fund Distribution LiquidationsUnderstanding Cutoff Times, Settlement & Recurring Transfer Setup
- Model Delivery Manager Traded Sleeves (MTS) at Custodians Without Native SupportQuestion & Answers