Margin Calculator Step-by-Step Instruction

Hypothetical Transaction Tool

The hypothetical transaction tool allows you to see the impact of stock and option trades, deposits and withdrawals on your margin balances and margin requirements. Click the video to learn how to use the hypothetical transaction tool.

Video Transcripts

Please click the "Show Legal Info" link above to read all relevant disclosures. These presentations are provided for informational purposes only.

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.