Approve a rejected trading plan

Last updated: April 29, 2025

If you need to revert a denial you made for a Trading plan, take the following steps:

  1. Navigate to the Rejected tab of the Trading plans page

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  2. Identify the rejected Trading plan you'd like to revert

  3. Click the three dots on the right side of the row

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  1. Click Mark status as Needs review to move the Trading plan back to the Needs review stage.

  2. Navigate to the Needs review tab of the Trading plans page.

  3. Identify the correct trading plan and click the Review button.

  4. Review the Trading plan details.

  5. Click Approve to approve the trading plan and send an email notification to the stakeholder (sample below).

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