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How to upgrade to a Portfolio Margin Account



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Portfolio Margin

Upgrade to Portfolio Margin


Are you ready to upgrade to Portfolio Margin?

  • Do you have a minimum of USD 110,000 or the USD equivalent equity in your margin account?
  • Do you maintain a minimum equity balance of at least $100,000 in your account?
  • Are you already approved to trade options?
  • If you answered yes then a Portfolio Margin account may be right for you!


Requirements for Portfolio Margin

  • Clients who maintain a balanced portfolio of hedged positions could benefit from lower margin requirements and greater leverage using Place Trade's Portfolio Margin account.
  • Clients who are currently approved for options trading and who maintain an account minimum of USD 100,000 are eligible to apply for an account upgrade to Portfolio Margin.
  • Portfolio Margin is calculated for cash and equity products only.

Please Note: If you maintain an equity balance that is border line at the $100,000 mark you will want to watch it very closely as you will return to Reg T Margin if your equity balance falls below this level.


How to upgrade to a Portfolio Margin Account

  1. Log into Account Management (by clicking here) or from the Login menu on the Place Trade website, using your Place Trade username and password.
  2. Click Manage Account > Settings > Configure Account > Account Type.
  3. From the Account Type dropdown, select Portfolio Margin.

(Please note that your view may look slightly different than picture shown below while we are converting to the new updated version of Account Management. You do not need to worry because the basic steps are still the same either way!)

  How to Upgrade to Portfolio Margin

How to Find and Select Portfolio Margin from the Account Type Menu

How to Upgrade from Reg T to Portfolio Margin



Please Note:

Portfolio Margin upgrades are subject to review, and may be declined for various reasons including a noted increase in your margin requirements upon upgrade of an account from Regulation T to Portfolio Margin.

Approval may take several days, and you will be notified by email when your request is approved. If the request is declined due to an increase in margin under Portfolio Margin, you will be informed via a Customer Service Help Ticket, and may respond accordingly.





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