Create a List

Create a list of entities that you can then use in an eligible restriction rule. To do so, please take the steps outlined below.

Instructions

1. From the Pre-Trade menu select More and then select Lists.

   

2. In the top right corner of the Lists Library click New List.

   

3. Enter a name for the list (required).

4. Optionally enter a description.

5. If you have multiple, similar lists we strongly recommend that you include a detailed description.

6. From the Type drop-down, select the list type you want to create. Choose from:

   • Security Types: Move desired security type(s) from the Available to the Selected group to include them in the List.

   • Product Categories: Choose from a list of product-defining categories.

   • Countries: Move desired country(s) from the Available to the Selected group to include them in the List.

   • Industry Classifications: Select one or multiple Sectors, Industries and Categories to add to the list.

   • Issuers: Enter a symbol to view the issuer and ISIN. Select to add to the list.

   • Underlyings: Enter a symbol and select to add to the list.

   

Use a List

 

Additional Resources

Learn About the Pre-Trade Compliance at IBKR Campus