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Best Practices for Trade Restrictions

Use restrictions effectively while avoiding unintended trading behavior.

Updated this week

Use Advanced Mode

  • Provides full control over behavior and outcomes


Be Intentional with Behavior

  • “Hold” vs “Liquidate” directly impacts trading


Plan for Expiration

  • Always define:

    • End date

    • Expiration behavior


Monitor Managed Portfolios

  • Many changes require a manual rebalance


Avoid Conflicts

  • Do not apply overlapping restrictions


Use Equivalent Securities Carefully

  • Especially in complex or long-short portfolios


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