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Knowledge Base
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Account & Set Up
  • Release Notes
  • Account & Set Up
    • Account Settings
    • Billing and User Management
    • Notifications and Alert Settings
    • Getting Started
  • Integrations
    • CRM Integrations
    • Custodial Data Integrations
  • SmartRIA Pro
    • Dashboards and Navigation
    • Task Assignments
    • Managing the Master Calendar
    • Managing the Forms Library
    • Clients and Accounts
    • File Storage
    • Reports
  • Email Archiving
  • Data Governance
  • Trade Monitoring
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      1. Knowledge Base
      2. Account & Set Up
      • Release Notes
      • Account & Set Up
        • Account Settings
        • Billing and User Management
        • Notifications and Alert Settings
        • Getting Started
      • Integrations
        • CRM Integrations
        • Custodial Data Integrations
      • SmartRIA Pro
        • Dashboards and Navigation
        • Task Assignments
        • Managing the Master Calendar
        • Managing the Forms Library
        • Clients and Accounts
        • File Storage
        • Reports
      • Email Archiving
      • Data Governance
      • Trade Monitoring
      • United Kingdom Firms

      Account & Set Up

      Account settings, notifications and alerts.

      Account Settings

      • Two Factor Authentication
      • Link your SmartRIA calendar to your Google Calendar
      • How to Install Google Chrome or Mozilla Firefox
      • Adding Smart RIA to Windows Calendar (Similar for Mac)

      Billing and User Management

      • How to Lock an Employee in SmartRIA
      • Payment Method add or update Credit Card
      • Add new users to your SmartRIA account
      • Overview of Users Roles for CCOs

      Notifications and Alert Settings

      • Weekly Compliance Alerts
      • State Registration Alerts

      Getting Started

      • How to Login to SmartRIA
      • Changing Roles
      • SmartRIA Pro Comprehensive Guide for CCOs
      • SmartRIA Pro Comprehensive Guide for Advisors
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