Resolve common questions with exclusions, substitutions, and trading behavior.
Q: Why isn’t my Restriction working?
A: Check:
Start date
Account selection
Conflicting rules
Q: Why didn’t the expected security trade?
May be part of an Equivalent group
Group behavior determines outcome
Q: Why didn’t trades update after expiration?
A: Managed Portfolio requires manual rebalance
Q: Why can’t I add a restriction?
A: Security already used in another restriction
Q: Why are trades still happening?
A: Behavior settings may allow partial trading
Q: Can I apply a Restriction to a portion of all shares held in a security?
A: No, Restrictions apply to all shares of the affected security or securities. An alternate solution is to move the shares you want to keep untouched into the Protected Positions sleeve. Positions in the Protected sleeve are excluded from rebalancer analysis, so they won’t be traded.