APL |
ADDRESTRC |
ADDRESTRC
Used to apply Type 1 (a restriction based on Security Master Database rules) trading restrictions for a single account or the same Type 1 restriction for a group of accounts.
Examples of Type 1 restrictions:
| RULE | TRANSLATION |
|---|---|
INDIV EQ 0 |
Restrict securities that do not pay a dividend |
ISSTY EQ 50 |
Restrict buying municipals |
TICK EQ IBM |
Restrict buying of IBM |
- At the Portvue prompt, type ADDRESTRC
The following prompt will appear:
SEARCH FOR WHAT?
- Type in one or more accounts
The following prompt will appear:
NEXT OPERATION (HIT RETURN WHEN DONE, OR TYPE HELP):
You can sort the accounts, increase you search, or press Enter ↵ to continue.
The following prompt will appear:
Enter Restriction (eg: TICK EQ XYZ) :
- Type in the Type 1 restrictions to be applied
After typing in the desired restriction, the following prompt will appear:
Are You Sure You Want to Add the Following Restriction to the Selected Accounts
TICK EQ T
Please Answer Yes or No ?
Answer YES or NO. If you answer YES, the following statement will appear:
Adding New Restriction to the Selected Accounts
The restriction will be applied to all accounts selected at the SEARCH FOR WHAT? prompt.