We've expanded our Screener to include Separately Managed Accounts (SMAs). Find SMAs that match your strategy and investment goals.

How It Works

  1. Navigate to My Screens from the sidebar.
  2. Click + Create New Screen and select the SMAs tab.
  3. Define your universe and add filter criteria to narrow results.
  4. Name your screen and click Create Screen.

Note: The SMA Screener is available on the Advisor Pro plan.