Is there a way to set limits from the Advisor master account for what can be traded in a sub-account?

The Trading Limits page lets Proprietary Trading Group Master users control the size and amounts that their authorized traders (sub accounts) can trade.

  1. Log into Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  3. Under Account Settings find the Trading section
  1. Click Trading Restrictions.
  2. Click the button to launch Pre-Trade Compliance.
  3. Edit existing restrictions by clicking the restriction name or click the New Restriction button to create a new restriction.
  4. Configure the restriction and click Continue.
  5. Verify Changes and click Continue.
  6. A confirmation number will be sent to your email address of record. Enter this number on the Confirmation page and click Continue.
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