Knowledge Base
Sign in
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
Back to home
Knowledge Base
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
