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Do Not Buy in Taxable Accounts

This securities setting allows you to restrict the security from purchase in taxable accounts. This can be used for securities that advisors don't want to purchase in taxable accounts, such as mutual funds that distribute large dividends.

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.