3*Your Compass - New User
A get started guide for new users. The focus on what to do, in what order, and where to pay attention — with internal links to the SMArtX Support Center for additional guidance.
3 articles
- Your SMArtX Compass OverviewIntroduction to your SMArtX Compass for New Users
- Actions in the Core SMArtX WorkflowUse this step-by-step guide to get started on the SMArtX platform
- Actions in the Advanced Workflows: Taxable Accounts & SMAsUse this step-by-step guide to get started on the SMArtX platform