Account Status Setting

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This setting allows you to differentiate active accounts from those that are inactive or archived.

Choose from one of these options:

Option	More Information
Active	This account is current and available for trading.
Inactive	This account is being held for record keeping and cannot be rebalanced, nor can you perform any manual trading in the account. The account won't be available to view on all pages of Advisor Rebalancing. However, the value of the account can still be reflected on the My Information widget on the dashboard.
Archived	This account is truly closed and cannot be rebalanced, nor can you perform any manual trading in the account. The account won't be available to view on all pages of Advisor Rebalancing. However, the value of the account can still be reflected on the My Information widget on the dashboard.

Option

More Information

Active

This account is current and available for trading.

Inactive

This account is being held for record keeping and cannot be rebalanced, nor can you perform any manual trading in the account.

The account won't be available to view on all pages of Advisor Rebalancing. However, the value of the account can still be reflected on the My Information widget on the dashboard.

Archived

This account is truly closed and cannot be rebalanced, nor can you perform any manual trading in the account.

The account won't be available to view on all pages of Advisor Rebalancing. However, the value of the account can still be reflected on the My Information widget on the dashboard.

For more information on changing account settings in individual accounts, see Make Changes to Account Settings.

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