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