This value shows the amount of equity that must be maintained in order to continue holding a position. In the U.S., the rules of the listing exchanges specify the maintenance margin requirements on security transactions subject to SEC approval. The exchange maintenance margin requirement for long stock positions is currently set at 25% although brokers often establish 'house margin' requirements in excess of that, particularly where the security is considered low-priced or subject to volatile price changes. The exchange maintenance margin requirement for short stock positions is currently set at 30%.
Current Maintenance Margin
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Why is my Buying Power zero when I have positive Excess Liquidity?
IBKR adds House margins to the Initial margin requirement for a contract. If you hold a position that has a higher Initial margin than Maintenance margin, it is possible for your Available Funds to be negative while your Excess Liquidity is positive. Buying Power is projected as the current Available Funds (Equity with Loan Value less Initial Margin) times a multiple, so when your Available Funds is negative you will not be allowed to enter a margin increasing order…
What is Maintenance Margin?
Maintenance Margin is the amount of funds which must be maintained in order to continue holding a position. In the U.S., the rules of the listing exchanges specify the maintenance margin requirements on security transactions subject to SEC approval. The exchange minimum maintenance margin requirement for long stock positions is currently set at 25% although brokers can add any amount of a 'house margin' requirement in excess of that, particularly where the security is considered low-priced or subject to volatile price changes. The exchange minimum maintenance margin requirement for short stock positions is currently set at 30%. You can monitor your margin values in real time using your TWS/Mosaic Account Window. …
How do I set a limit on using margin?
When you open a margin account you have the ability to borrow from IBKR. You can not set a limit or a set only a specific amount of margin to use in a margin account. If the account has sufficient Available Funds then a new order would be accepted. There is a calculated margin requirement for positions in a margin type account displayed as an Initial margin and Maintenance margin requirement. In addition to contracts traded in the account any borrowed cash from Forex trading or from trading outside the account’s Base Currency can have a calculated margin requirement. There are tools available so you can monitor your account’s margin requirements and cash balances in real time or as a daily snapshot…
What is excess liquidity and what happens if my account has negative excess liquidity?
Excess liquidity is a crucial metric in your Interactive Brokers (IBKR) account that represents the amount of additional funds available beyond what is required to maintain your current positions. It is calculated as:
- Securities segment Excess Liquidity = Equity with Loan Value - Maintenance Margin Requirement…