Activity

Instructions

Use the Activity window to view holding restrictions that have been triggered. To do so, please take the steps outlined below.

  1. Select the Activity button in the top right corner of the Pre-Trade Compliance Tool.

    The pre-trade compliance activity tab.

  2. From the Recent Activity list, view restriction activity. Potential status for restrictions includes:

    • Holding Violation - Notifies you that a Holding Restriction has been triggered.

 

Additional Resources