Pay only 7.20% on debit balances below $50,000. Accounts with debit balances of $50,000 - $499,999 are charged 6.70%. Accounts with debit balances of $500,000 or more are charged 4.70%. Rate negotiable. Please call 877-700-STOCK (877-700-7862) to learn more. Margin borrowing carries some risks and may not be right for everyone. It is important that you fully understand your financial situation, the rules of margin borrowing, and conditions that may affect investments. |
Top Three Benefits of Margin:
More Benefits of Margin and Associated Risks. How to get started: If you already have a margin account, simply place a trade or withdraw funds up to the margin limits. If you need to enable margin, just download this form and fax it back to customer service at (626) 529-7077. We'll email you within about 48 hours to let you know you've been approved. |
Margin: Borrowing Money To Pay for Stocks -SEC
Investing with Borrowed Funds: No "Margin" for Error - FINRA
To learn more about the risks of margin trading, read Purchasing On Margin and Understanding Margin Accounts, Why Brokers Do What They Do, Investing with Borrowed Funds: No "Margin" for Error- FINRA
To learn about day-trading margin requirements, read Day Trading Margin Requirements: Know the Rules. - FINRA
To learn about security futures and their margin requirements, read Security Futures - Know Your Risks, or Risk Your Future.
More guidance on margins. - FINRA
Margin Trading: Introduction- Investopedia
CBOE Margin Microsite- CBOE
Margin Account Application
Form used to add Margin Trading privileges to a client account.
Options Account application
Form used to add Options Trading privileges to a client account.
Introduction to Margin
A good Primer on Margin
Easy To Borrow List
This list, which is updated every Friday, displays all securities that can be shorted.
Margin is the amount of equity contributed by a customer as a percentage of the current market value of the securities held in a margin account.
Benefits of Margin
A margin account is useful for:- Trading securities on margin allows the customer to increase buying power by leveraging equity.
- Cash account trades settle T+3. Proceeds from sales in your margin account will be available for use same day.
- You may borrow cash against your securities positions for any reason.
- Selling short.
- Trading complex options strategies







