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Approval Required for Non-Discretionary Accounts

Trade Approval Settings allow you to enable trade approvals and set additional rules about which trades require approval and who can approve those trades. Approval required for non-discretionary accounts dictates the kind of approval required to approve trades within non-discretionary accounts. Once approved, trades go to the Trade List before being completed.

These are the options available: 

• Selected: Trades in non-discretionary accounts must receive trade approval before they can be sent to the Trade List. When a trade is recommended in a non-discretionary account, the approver must add an account note before the trade is sent to the Trade List.

  

• Cleared: Trades in non-discretionary accounts will not require trade approval before they are sent to the Trade List.

For more information on the trade approval process, see Approve Trades.

For more information on custom strategies and quick trades, see Manual Trades.