Where to Manage
Navigation Path
Home Dashboard
Left Hand Navigation → Accounts → Trade Restrictions
Editing a Restriction
Click the pencil icon
You can update:
End Date
Expiration behavior
Deleting a Restriction
Click the trash icon
Restriction is removed immediately
Expiration Behavior
Model Sleeves
Account automatically realigns to model
Managed Portfolio (APM)
Requires a manual rebalance
Important Notes
Core fields cannot be edited—must recreate
Without an end date, restriction remains indefinitely