Use List

To use a list, please take the steps outlined below.

Instructions

1. Use a list as a shortcut to adding multiple entities to a rule.

2. Elect to create or edit a restriction.

3. Elect to Add a Rule. For qualifying rules, the Use List button is displayed.

4. Click Use List, and select from the Available Lists. Note that only valid lists will be displayed.

 

Additional Resources

• Learn About the Pre-Trade Compliance at IBKR Campus