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Hold Do Not Trade Rebalance Setting

Contents

Introduction

Rebalance Logic

When To Use

 

Introduction

The Hold Do Not Trade option is an available rebalance setting for accounts within a groups enabled for rebalancing. It is not itself a type of rebalance. However, this option allows you to place holds on certain accounts and prevent them from rebalancing.

Notes

Hold Do Not Trade is also an available security restriction which prevents buys or sells. For more information on the Hold Do Not Trade security restriction, see Security Restrictions.

Rebalance Logic

If an underlying account in a group has its default rebalance setting set to Hold Do Not Trade, no trades will be recommended in the account.

When To Use

This setting can be used as a default for underlying accounts in a group in situations where you want to trade around the account but don't want to place trades in that account.

In order to prevent all trading in an account, you can place the Restrict All Securities setting on the account. This prevents any recommended trades if the account is rebalanced but also prevents directed trades in the account.