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Do Not Buy in Accounts Below

This securities setting allows you to enter an account value for the security; if an account's value is below the amount entered here, that security will be restricted from purchase. This can be used for securities with a high value minimum requirement, so that the security won't be purchased in small accounts.

Best Practices

Consider using Trade File Group Settings to achieve your desired trading recommendations in a security, including the ability to set minimum investment size, initial investment size, and limiting securities to taxable or tax-deferred accounts.

For more information about security restrictions, see Security Restrictions.

For more information about maintaining securities, see Maintain Securities.

For more information about using securities, see Learn More About Assets, Liabilities, Securities, and Categories.