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What are the requirements for a portfolio margin account?

To qualify for a Portfolio Margin account, you must maintain a minimum net liquidation value of USD 110,000 and have existing options trading permissions.

Existing clients can request portfolio margin in Client Portal. Click here to see how to submit a request.

Jason Toledo

Jason Toledo

Jason brings more than 15 years of experience in online trading. Prior to starting ToledoTrade in 2019, Jason held senior and executive level positions at Scottrade, OptionsHouse and Zacks Trade. Jason is passionate about educating self-directed traders and is a leader and expert in the online trading industry.