How can I determine the impact of converting my margin type from Reg. T to Portfolio Margin?

To determine the margin requirement for your account after a switch from Reg. T to Portfolio Margin in TWS:

  1. Open the Account Window from TWS (select the Account and then Account Window menu options from the top-level menu bar).
  2. Click on the "Try Portfolio Margin" icon located on the right-hand side of the Margin Requirements pane.
  3. A comparison of Margin Required and Excess Liquidity under both margin types will be provided.

Additional Information

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