A trade hold restricts trading activity temporarily for various reasons related to compliance, transfer outs, account restrictions, or other matters. Unless you created it yourself, under no circumstances should you remove a trade hold from an account. If you remove a trade hold, you will be personally liable for any resulting errors, trading violations and regulatory issues. To have a trade hold lifted, please contact Advisor Services through Chat or 800-949-9936, #2 or support@freedomadvisors.com.
Did You Know?
You can find your clients' 2024 RMD information in your Freedom Advisors Documents vault.
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