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Not Available for Investment

When establishing asset location model priorities, Not Available for Investment allows you to prevent certain models from taking priority within the selected account labels. This setting is a soft restriction, not a hard restriction—this means that this setting could possibly be ignored.

Not Available for Investment is not a substitution for other kinds of restrictions, but can be used in conjunction with your model priorities to ensure assets are placed where you want them within accounts in a group.

For more detailed information on asset location, see Set Account Priorities and Set Model Priorities.