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Restriction Notes (Accounts)

Restriction Notes lets you add documentation to explain the restriction or give details about the restriction. For example, you can elaborate why the security is set to Sell Only or why you chose the Range To Hold amounts.

You can add a restriction note when restricting an individual security: 

You can also restrict all securities within a security category: 

The Account Security Restrictions bulk report lets you view restrictions and notes added to individual accounts. For more information, see Learn More About Bulk Reports.

For more information on security restrictions, including global and account-level security restrictions, see Security Restrictions.