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Restrict All Securities (Accounts)

This setting allows you restrict trading activity in the account, placing the account on "hold" and preventing a rebalance.

The following options are available: 

Restricting Securities in Percentage Ownership Accounts

If you have percentage ownership accounts, the Restrict All Securities restriction will be automatically selected here.

Important

Do not remove the Restrict All Securities restriction from a percentage ownership account.

Learn More

For more information on changing account settings in individual accounts, see Make Changes to Account Settings.