Back

Do Not Buy in Tax Deferred Accounts

This securities setting allows you to restrict the security from purchase in tax deferred accounts. This can be useful for securities that advisor don't want to purchase in tax deferred accounts, such as municipal bond funds.

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 maintaining securities, see Maintain Securities.

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