Account Types
Zoe supports a variety of account types to accommodate different client needs. Below is a list of account types currently available on the platform. Please note that this list may change over time.
Zoe supports a variety of account types to accommodate different client needs. Below is a list of account types currently available on the platform. Please note that this list may change over time.
Available Account Types:
- Individual & Joint
- Trust (Revocable & Irrevocable)
- Traditional IRA
- Roth IRA
- SEP IRA
- Rollover IRA
- Traditional Beneficiary IRA
- Roth Beneficiary IRA
Not Available:
- Simple IRA
- Solo 401k
- HSA
- Entity Owned
Securities for Portfolio Construction
Our platform supports a wide range of security types to help advisors build diversified portfolios. See below for what is supported and what is not currently offered.
Our platform supports a wide range of security types to help advisors build diversified portfolios. See below for what is supported and what is not currently offered.
Supported Securities:
- Stocks
- Mutual Funds
- ETFs (Exchange Traded Funds)
- ETNs (Exchange Traded Notes)
- CEFs (Closed End Funds)
Not Supported:
- Stocks trading on OTC (Over the Counter) markets
- Private Investments / Alternatives
- Individual Bonds (can hold until maturity)
- Options & Other Derivatives
If you have any questions about supported accounts or securities, feel free to reach out through the Help Center or use the live chat feature on your dashboard.