This option tag indicates support for the Security Agreement mechanism.

Clicking to expand the summary section will display details of the margin calls by type and amount, including the impact of your actions and fluctuations in the market value of your positions on the calls since previous close. The list of calls is also broken down by type, date issued, date due, status, current amount, […]

Generally agreements to lease must be in writing and signed by the parties.

To apply for portfolio margin, please call 800.544.6666. Our representatives will walk you through the application process, which includes completing an interview questionnaire. You will also need to sign and return the Portfolio Margin Supplemental Account Agreement. Our application review process includes a review of your application, your financial suitability, and a credit check by […]