Security exclusions can be modified in the Accounts section Settings page.
Security exclusions only apply to Window Trades. They do not apply to direct trades or orders places from other trading systems.
You can avoid investing in specific companies by entering their security symbols in the field provided. Separate symbols with a comma.
The K-1 exclusion category comprises companies that provide shareholders a Schedule K-1 to be used in connection with reporting to the IRS. These companies generally pass certain gains or losses through to their shareholders. The Schedule K-1 is used to report each individual shareholder’s share of those items, and requires such individual shareholders to report such items when filing their individual taxes.