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      Restricted Accounts Report

      Learn how to view The Restricted Accounts Report

      What is the report?

      • Clients with accounts which have become restricted for various reasons.

       

      To view The Restricted Accounts Report:

      Step 1. On the CRM, navigate to the left toolbar


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      Step 2.       Select CRM


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      Step 3.       Click on Accounts


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      Step 4.       Click the "Add View" button 


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      Step 5.       Type in "The Restricted Accounts Report" in the search bar 


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      How to use this Report?

      • Please review the list to determine which client accounts are restricted and what the reason for the restriction is. Follow the guide below which outlines available solutions for each instance: 

       

      Tip: If updating your client's information resolves your rejection, please use this link to find out how to submit a ticket and where to find the documentation that is required. knowledge.optimize.ca/updating-client-information

       

      Why use this Report?

      • Trades are not permitted on restricted accounts. If the account remains restricted for 60 days, the client will be moved to the house account.