How do I access my Daily Margin Report?

Q: How do I access my Daily Margin Report?

VIEW MARGIN REPORTS Use the button above or follow the below procedure to see the end-of-day snapshot margin requirements at 16:15 EST in your Margin Report: Log into Client Portal. Click the Performance & Reports followed by Other Reports under Reports. Select Margin , edit the date, and click RUN . The Daily Margin Report provides a snapshot of your margin status, including information on concentrated positions. This report is useful for monitoring your account's margin situation and ensuring you are aware of any potential risks or requirements. Note You can customize the report by selecting different dates, formats, and languages before running it.

Question

Accepted Answer

VIEW MARGIN REPORTS

Use the button above or follow the below procedure to see the end-of-day snapshot margin requirements at 16:15 EST in your Margin Report:

Log into Client Portal.
Click the Performance & Reports followed by Other Reports under Reports.
Select Margin, edit the date, and click RUN.

The Daily Margin Report provides a snapshot of your margin status, including information on concentrated positions. This report is useful for monitoring your account's margin situation and ensuring you are aware of any potential risks or requirements.

Note

You can customize the report by selecting different dates, formats, and languages before running it.