Immediate Trading Halts

Immediate trading halts take effect as soon as you execute them. Use these when you need to respond to an emergency, a rule breach, a failed evaluation, or a daily loss limit lockout.

You can halt an entire risk category or lock individual accounts.

Halt an Entire Risk Category

If you need to stop trading right away for all accounts with a given risk category, use Category Halt. Trading stays halted until you manually resume it.

Only use Category Halt for emergencies. For scheduled events like holidays, use RiskTimePeriod instead.

  1. Navigate to Query Builder and select riskCategory from the Repository dropdown.
  2. Use the Default Grid, leave WHERE blank, and set the result limit to 100.
  3. Run the query and select the risk category you want to halt.
  4. Click ACTIONS and select Halt Trading.
  5. Check the halt setting and click APPLY.

Trading stays halted until you return and uncheck this setting.

Lock and Halt Individual Accounts

Lock an account using setAdminAutoLiqAction when you need to stop trading right away for a single account: for example, responding to a rule breach, managing a failed evaluation, or stopping activity during an account review. Trading stays halted until you manually unlock the account.

There is no bulk version of setAdminAutoLiqAction. You must call the endpoint separately for each account.

An account locked with setAdminAutoLiqAction (either by using the API or using the Admin Dashboard) stays locked until you manually unlock it. It doesn’t auto-unlock at the next trading session, it doesn’t time out, and it doesn’t reset on its own.

To lock an account using the Admin Dashboard:

  1. Navigate to Query Builder and select accounts from the Repository dropdown.
  2. Click Default Grid button to populate the Select statement if not set, then click Run Query.
  3. Select an account from the results.
  4. Click Actions and click Change Lock.
  5. Select the Action and Reason, providing a Reason Description.
  6. Click Submit.

Unlock Individual Accounts

Accounts can get locked for several reasons. For example:

To unlock an account using the Admin Dashboard:

  1. Navigate to Query Builder and select accounts from the Repository dropdown.
  2. Click Default Grid button to populate the Select statement if not set, then click Run Query.
  3. Select an account from the results.
  4. Click Actions and click Change Lock.
  5. In Action, select Normal. In Reason, select Other. In Reason Description, provide a description like “Unlock after manual review.”
  6. Click Submit.