{"id":180035,"date":"2021-06-11T14:04:00","date_gmt":"2021-06-11T18:04:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/glossary-terms\/portfolio-margin-account\/"},"modified":"2026-07-06T15:59:53","modified_gmt":"2026-07-06T19:59:53","slug":"portfolio-margin-account","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-margin-account\/","title":{"rendered":"Portfolio Margin Account"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/ndcdyn.interactivebrokers.com\/mkt\/?src=glossGenAcc&amp;url=%2FUniversal%2FApplication\" target=\"_blank\" rel=\"noreferrer noopener\">Open Account<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.interactivebrokers.com\/en\/search\/index.php?query=portfolio%20margin\">Portfolio Margin &#8211; IBKR AI Response<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Portfolio margin is a risk-based margining system used by brokerage firms to calculate the minimum margin requirement for a portfolio of securities. Unlike the traditional margin system, which sets fixed margin requirements based on individual positions, portfolio margin evaluates the overall risk of a portfolio, considering how different positions in the portfolio interact with each other.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Under portfolio margin, margin requirements are typically lower for diversified portfolios, because the system recognizes that certain positions can offset potential risks. This can allow investors to take on larger positions with less capital, but it also requires more sophisticated risk management, as it reflects the actual market risks in the portfolio.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Portfolio margin is often used by more experienced traders, especially those engaging in complex strategies like options or futures trading, because it provides a more flexible and efficient way to allocate capital. However, it is typically only available to investors who meet certain eligibility criteria, such as having a minimum account balance and trading experience.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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.<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[13257,13251],"class_list":["post-180035","glossary-terms","type-glossary-terms","status-publish","traders-glossary-trading-terms-p","traders-glossary-trading-alphabet"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"Portfolio margin is a risk-based margining system that calculates margin requirements based on the overall risk of a portfolio.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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