Back	Home > Data Dictionary > R > Restriction Notes (Global)

Restriction Notes (Global)

Restriction Notes lets you type a text note to add details about the global restriction. For example, you can elaborate why the security is set to Sell Only globally or why you chose the Buy Only – Hard Restriction.

You can add a Restriction Note when restricting a security globally:

You can also upload Restriction Notes with a global security restriction to show on the Rebalance Summary:

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.

See also: Restriction Notes (Accounts).