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Allow Trade if Less Than the Minimum Investment Setting

When creating or editing a directed trade, Allow trade if less than the minimum investment setting lets you choose whether or not you'd like Tamarac Trading to recommend trades that will violate the selected security's minimum investment settings for a particular custodian.

If you select Yes, a trade that's smaller than a security's minimum investment settings will be allowed in this directed trade. If you select No, no trades will be generated that violate a security's minimum investment settings.

For more information on creating directed trades, see Directed Trades Process. For more information on directed trades strategies, see Strategies Using Directed Trades and Directed Trades Versus Rebalancing.

For more information on quantity and trade types and how they'll affect directed trades, see Trade Type and Quantity Definitions in Directed Trades.