Investment Solutions

The ability to establish a margin account is a valuable brokerage account feature that can help your customers leverage their purchasing power.¹

Your customers can leverage the margin credit line to buy more of a certain security than their existing cash balance might allow. A margin account also eliminates the need to liquidate securities for short-term purposes, helping your customers stay in the market. And, you may help customers avoid large capital gains taxes by selling securities to pay for large purchases like college tuition or emergency medical expenses.

¹  Margin trading entails greater risk and is not suitable for all investors. Please assess your financial circumstances and risk tolerance prior to trading on margin. If the market value of the securities in your margin account declines, you may be required to deposit more money or securities in order to maintain your line of credit.