FAQ

How is a margin statement helpful?

Account Overview: It provides a clear summary of your margin account's financial status, including cash balances, securities held, margin balances (both debit and credit), and overall account value.
Margin Balances: It shows the specific amounts borrowed (debit balance) and any excess collateral you've deposited (credit balance) to cover margin requirements.
Interest Charges: It details any interest charges accrued on the borrowed funds, giving you a clear picture of the cost of using margin.
Margin Requirements: It outlines the margin requirements for each position, which helps you understand how much equity you need to maintain to avoid margin calls.
Transaction History: It includes a history of transactions within your margin account, showing trades executed, deposits, withdrawals, and any margin-related activities.
Risk Assessment: It helps in assessing the overall risk exposure of your margin positions, allowing you to manage risk more effectively.

Last updated: A Month Ago