Powerful Tools
- Margin requirements look-up for individual securities
- Margin call alerts
sent to your pager or e-mail - A margin calculator that shows the impact of equity trades on your margin balances.
Convenient Account Features
- Most recent margin balance and activity information for your account, including real-time balances
- Margin call information, providing summarized and detailed views of outstanding margin calls
Eligible Securities
The following securities can be used as collateral for margin borrowing:
- Equities trading over $3 a share (special requirements exist for certain securities and accounts)
- Most mutual funds that have been held for at least 30 days
- Treasury, corporate, municipal and government agency bonds
The following securities are not eligible for margin borrowing:
- CDs, money market funds, annuities, options, precious metals, and offshore mutual funds
- Margin borrowing is not available on UGMA/UTMA or retirement accounts
