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This part of the Reporting Guide lists all fields and descriptions for every possible section in a Margin Report. Click any of the following links to go directly to that section.
Note: Refer to Margin Report Availability By Account Type to see how the different account types can access Margin Reports.
Amounts are formatted to two decimal places. If amounts are greater than two decimal places, "half-even" rounding is used. This means that the decimal portion is rounded to the nearest neighbor unless both neighbors are equidistant, in which case, the decimal portion is rounded to the even neighbor. For example, 0.775 rounds up to 0.78 while 0.725 rounds down to 0.72.
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