Margin

Other Stocks Margin


The following table shows stock margin requirements for initial (at the time of trade), maintenance (when holding positions), and Overnight Reg T (Regulatory End of Day Requirement) time periods. The NYSE and FINRA have imposed rules to limit small investor day trading. Customers that these organizations classify as Pattern Day Traders are subject to special Day Trading Restrictions for US securities.


Click on a link below to learn more:



Long Position

Reg T Margin
Initial Margin Margin requirements are determined by risk-based portfolio analysis models specified by each exchange. For details, visit the specific exchange site in question.
Maintenance Margin Same as Initial
Reg T End of Day Margin 50% 1 * Stock Value
Cash or IRA-Cash 100% * Stock Value


Short Positions

Reg T Margin
Initial Margin Same as Initial for long positions
Maintenance Margin Same as Initial for long positions
Reg T End of Day Margin Same as Reg T End of Day for long positions
Cash or IRA-Cash N/A


Disclosures
  1. For Leveraged ETFs, Minimum(50% * Leverage Factor, 100%)
  • All Margin accounts must have a minimum of USD 2,000 to trade.
  • Margin requirements quoted in US dollars may also be satisfied with a Non-US Dollar equivalent.
  • IB has additional algorithms which increase the nominal margin for positions that represent a > 1% holding of an individual company's shares outstanding, with full margin required for concentrations of > = 5% of a company's shares outstanding. Investors should be prepared to meet the increased margin, where holdings are above 1% threshold.