Users Restrictions

You can select a user and apply or remove restrictions for that user, and see the Restrictions history for that user.

The pre-trade compliance master users tab.

Instructions

  1. From the main menu select Users.

  2. The Users page shows a table of all users who have permissions to trade the account.

  1. Click the username, or click the Restrictions number in the last column. All valid restrictions are displayed, with active restrictions showing an "x" in the check box.

  2. To apply a restriction, select to put an "x" in the check box.

  3. To remove a restriction, click the "x" in a check box to remove the restriction.

  1. Check to select the users to which you want to apply restrictions.

  2. Click Add Restrictions.

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

  4. Click Apply Changes.

 

Additional Resources

Learn About the Pre-Trade Compliance at IBKR Campus