The following tables explain whether a restriction applies to orders generated as a result of rebalancing, orders created using an order ticket, and/or orders generated by Security Cross Reference. Restrictions are organized by restriction type:

Account
Security
Security Type
Currency

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Account

Restriction	Rebalance	Order Ticket	Security Cross Reference
Don't Trade	x	x	x
Don't Sell Short Term (Fidelity Funds Only)		x	x
Minimum Core Cash Dollars	x		x
Minimum Core Cash Dollars (Orders)	x
Minimum Core Cash Percent	x		x
Minimum Core Cash Percent(Orders)	x
Minimum Trade Size Dollars	x	x	x
Minimum Trade Size Shares	x	x	x

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Security

Restriction	Rebalance	Order Ticket	Security Cross Reference
Custom Dollars	x
Custom Shares	x
Custom Weights	x
Don't Buy	x	x	x
Don't Sell	x	x	x
Don't Sell Short Term (Fidelity Funds Only)		x	x
Don't Trade	x	x	x
Exclude Security	x		x
Minimum Trade Size Dollars	x	x	x
Minimum Trade Size Shares	x	x	x

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Security Type

Restriction	Rebalance	Order Ticket	Security Cross Reference
Don't Buy	x	x	x
Don't Sell	x	x	x
Don't Trade	x	x	x
Exclude Security Type	x		x
Minimum Trade Size Dollars	x	x	x
Minimum Trade Size Shares	x	x	x

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Currency

Restriction	Rebalance	Order Ticket	Security Cross Reference
Don't Buy	x	x
Don't Sell	x	x
Don't Trade	x	x
Minimum Trade Size Dollars	x	x

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