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 effected security or securities. An alternate solution can be to move