Open the Pre-Trade Compliance Tool
Open the Pre-Trade Compliance tool from within Client Portal.
To open Pre-Trade Compliance
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Log into Client Portal.
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Client Settings > Trading Restrictions.
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Click "Launch Pre-Trade Compliance."
If you don't see the Restrictions command in the Trade Configuration menu, this means that you are not eligible to set restrictions.