Remove Restrictions

When you remove a restriction from an account or user, it remains available in the Restrictions Library and can be re-applied at any time.

When you remove an inherited restriction from an account, it will no longer be inherited by this account or any other current or future sub-accounts. You can re-apply the restriction at any time.

The pre-trade compliance restrictions tab.

Instructions

  1. Select Restrictions from menu.

  2. Within the table, locate the restriction you want to remove and click the Accounts column for that restriction.

  3. In the displayed list of accounts, deselect the account(s) from which you want to remove the restriction.

  4. Select Apply.

  1. Select Accounts from the menu.

  2. Within the table, click the account from which you want to remove a restriction.

  3. In the list of Account Restrictions, deselect the restriction(s) you want to remove from the selected account.

  4. Apply Changes.

  1. This allows you to clear all account-level restrictions from one or more accounts. Inherited restrictions will not be removed with the "Clear" feature.

  2. Select Accounts from the menu.

  3. Within the table, use the check boxes to select accounts from which you want to remove all restrictions.

  4. Click Clear Restrictions to remove all restrictions from the selected accounts.

  1. Open the Users list by clicking Users from the top menu.

  2. Within the table, click the user from which you want to remove a restriction.

  3. In the list of User Restrictions, deselect the restriction(s) you want to remove for the selected user.

  4. Apply Changes.

  5. You can delete restrictions from the Restrictions Library by clicking the "Delete" icon for a specific restriction.

 

Additional Resources

Learn About the Pre-Trade Compliance at IBKR Campus