An Interactive Brokers account type that supports borrowing to support equities trading, shorting of equities, options trading, futures/futures options trading, currency conversions and securities/commodities trading in multiple currency denominations available. The following rules apply to a Portfolio Margin Account:
- Margin requirements are calculated based on a risk-based calculation methodology.
- An account must have at least USD 110,000 (or USD equivalent) in Net Liquidation Value to be eligible for a Portfolio Margin account.
- Existing clients may apply for a Portfolio Margin account in Client Portal at any time and your account will be upgraded upon approval.
- New Interactive Brokers clients can apply for a Portfolio Margin account during the registration system process. If your account drops below USD 100,000 you will be restricted from doing any margin-increasing trades. Therefore, if you do not intend to maintain at least USD 100,000 in your account, you should not apply for a Portfolio Margin account.