Use the IBKR Margin Requirements Wizard to see what requirements apply to you. Also view info on the exposure fees for high risk accounts.

With Portfolio Margin, margin requirements are determined using a "risk-based" pricing model that calculates the largest potential loss of all positions in a product class or group across a range of underlying prices and volatilities.

Get the margin requirements for trading futures & FOPs based on your residence and exchange location.

Feb 28, 2025 · The Margin Requirements panel on the Home screen shows you the current margin requirements for your account, including: Initial Margin: The minimum amount of equity required to open a new position. Maintenance Margin: The amount of equity required to maintain your current positions.

This course is designed to help investors understand margin basics, including different types of margin accounts, margining methods, and margin requirements, plus how to monitor margin on both Trader Workstation (TWS) and IBKR Mobile.

Your Margin Requirements are based on the following: Your country of legal residence. The exchange where you want to trade. The product(s) you want to trade. After making your selection in Step 3 below, you will automatically be taken to the margin requirements page.

Sep 6, 2024 · Use real-time margin monitoring to see your current margin requirements at a glance. This information allows you to understand the margin implications of any transaction before you transmit an order. To view this information, please take the steps outlined below.

Mar 24, 2022 · I have it writing from IBKR support earlier today, “to upgrade to margin you must be at least 21 years of age, have over 20k USD or equivalent in liquid net worth, 40k USD or equiv yearly income and hold more than 2k USD/equiv in the account.

Use the IBKR Margin Requirements Wizard to see what requirements apply to you. Also view info on the exposure fees for high risk accounts.

Use the IBKR Margin Requirements Wizard to see what requirements apply to you. Also view info on the exposure fees for high risk accounts.