Margin Calculator Step-by-Step Instruction

Welcome to the Margin Calculator

This tool has been designed to help you better manage your margin account. You can use it to calculate the impact of up to five hypothetical transactions at one time, including equity trades, single- and multi-leg option trades, deposits, and withdrawals. You can also use it to calculate the impact of hypothetical changes in the value of your entire portfolio, or of individual securities held by you. Please keep in mind that margin trading involves greater risk, including, but not limited to, risk of loss and incurrence of margin interest debt. These two functions can help you:

Margin credit is extended by National Financial Services, member NYSE/SIPC. The balances and margin requirements shown are updated to reflect today's trade executions and nontrade activity. The Hypothetical Transaction Tool and the Price Change Tool attempt to show the impact on your margin requirements and balances, based on transactions and/or security price movements that you enter into the tool. The balances calculated in these tools may be different than balances reflected elsewhere, which may impact the amount you can trade through any of Fidelity's online channels. It is necessary to review all trades for accuracy prior to entry on the trade screen.

Margin requirements displayed are specific to the account selected. Different margin requirements may be applicable to other accounts and positions you hold at Fidelity. In addition to the initial Federal requirement and house maintenance requirements for securities, Fidelity may impose higher margin maintenance requirements which consider certain factors, such as concentrated positions, security liquidity, ownership concentration and industry concentration. Fidelity reserves the right to change margin requirements without notice.

The quote data provided on the Margin Calculator is as-of the last trade in the marketplace.