Welcome to Smart Kx!
Two steps to get started!
Onboarding Questionnaire
Complete the questionnaire above for us to set you up.
Set up Schwab
Add Smart Kx to Schwab data feed by completing the ‘Request for Data Access Agreement’ on Schwab Advisor Center found on the Forms and Applications page. Filling out the form will generate a DocuSign envelope that both parties sign. Put admin@smartkx.io as the signor.
Look for an email with your user name and login instructions within 24 business hours.
Experience the Simplicity of Automated Fee Billing
Discover how Smart Kx can transform your client billing process, accelerating revenue and enhancing client satisfaction.
