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.
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.
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.