Where can I find the statutory margin requirements of my positions in order to compute the Margin Financing Charge?

ACCESS ACTIVITY STATEMENTS

Your account type (Cash, Margin or Portfolio Margin) can be found in the Account Information section (next to Account Capabilities) of your activity statements…

DOWNLOAD ACTIVITY STATEMENTS

You can see your cash balances in the Cash Report and Forex Balances sections of your activity statement available in Client Portal:…

Taxes charged for market data or research subscriptions can be found as a line item in the Cash Report section of your Activity Statement in Client Portal.

Additional Information…

CREATE CUSTOM ACTIVITY STATEMENTS

A client can now add their mailing address to their Activity Statement through a Custom Statement. Once added the mailing address will display under the Account Information section of the custom statement. To create a Custom Statement with your mailing address please use the link above or following the below steps…