Account Restrictions

From the main menu select Accounts.

The Accounts page shows a table of all sub-accounts, with the Master Account at the top along with the current number of family inherited restrictions that have been applied to all sub-accounts in the family.

The table of sub-accounts lists the account number, full account title, account alias and the number of restrictions currently applied, either at the family level (where it's applied at the Master Account level and inherited by all sub-accounts) or at the account level.

Click the sub-account number in the Account column of the table, or click the Restrictions number in the last column.

See Inherited Restrictions in the top section of the table, and account-level restrictions in the bottom section.

• Apply a restriction by selecting the check box.

• Remove a restriction by clicking the "x" in a check box to remove it.

Click Apply Changes.

If you remove an inherited restriction, it will no longer apply to the selected account or to any new sub-accounts. It will still apply to all other current sub-accounts.

Select the Accounts menu.

Check all of the sub-accounts to which you want to apply restrictions.

Click Add Restrictions.

In the Append Restrictions box, select all of the restrictions you want to apply to the selected account(s) as shown along the top of the box.

Click Save.